ISHARES TR (LMUB)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
176
Reporting holders
$1.8B
Reported value
0.0%
Held as options
+39
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $660.1M | 12,886,730 | 0.16% | 2q | +7.3%+$44.7M |
| LPL Financial LLC | $340.0M | 6,637,082 | 0.08% | 2q | +14.2%+$42.2M |
| JPMORGAN CHASE & CO | $143.2M | 2,795,874 | 0.01% | 2q | +42.5%+$42.7M |
| MORGAN STANLEY | $83.5M | 1,629,744 | 0.00% | 2q | +15.7%+$11.3M |
| MML INVESTORS SERVICES, LLC | $77.7M | 1,517,394 | 0.16% | 2q | +27.8%+$16.9M |
| Cetera Investment Advisers | $61.4M | 1,198,291 | 0.06% | 2q | +6.0%+$3.5M |
| Envestnet Portfolio Solutions, Inc. | $45.3M | 883,578 | 0.22% | 2q | +8.2%+$3.4M |
| Sanctuary Advisors, LLC | $26.3M | 513,457 | 0.12% | 2q | +57.0%+$9.5M |
| KM Capital Management Ltd. | $22.7M | 442,423 | 10.65% | 2q | +7.6%+$1.6M |
| Vise Technologies, Inc. | $18.2M | 356,058 | 0.21% | new | NEW |
| Foundations Investment Advisors, LLC | $17.5M | 341,310 | 0.18% | 2q | +32.4%+$4.3M |
| One Wealth Advisors, LLC | $17.2M | 336,349 | 1.90% | 2q | +37.9%+$4.7M |
| OneDigital Investment Advisors LLC | $15.6M | 305,445 | 0.13% | 2q | +46.9%+$5.0M |
| Icon Wealth Advisors, LLC | $15.5M | 303,512 | 0.94% | 2q | +3.5%+$527.4K |
| BlackRock, Inc. | $13.1M | 256,048 | 0.00% | 6q | HELD |
| Manhattan West Asset Management, LLC | $10.6M | 206,883 | 1.77% | 4q | +30.6%+$2.5M |
| STIFEL FINANCIAL CORP | $10.4M | 202,598 | 0.01% | 2q | +10.4%+$978.5K |
| Buttonwood Financial Group, LLC | $10.0M | 195,270 | 5.72% | 2q | +6.7%+$625.7K |
| Detalus Advisors, LLC | $10.0M | 195,227 | 1.95% | 2q | +16.9%+$1.4M |
| Bank of New York Mellon Corp | $9.0M | 176,327 | 0.00% | 2q | +19.1%+$1.4M |
| Orion Porfolio Solutions, LLC | $8.9M | 173,943 | 0.07% | 2q | +8.4%+$686.8K |
| Kestra Advisory Services, LLC | $8.5M | 166,629 | 0.03% | 2q | +103.3%+$4.3M |
| Tyche Wealth Partners LLC | $7.9M | 154,916 | 1.11% | 2q | +21.1%+$1.4M |
| Kelly Financial Services LLC | $6.7M | 131,465 | 1.44% | 2q | +9.9%+$604.8K |
| Atlatl Advisers LLC | $6.6M | 128,359 | 1.56% | 2q | +2.1%+$132.4K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $6.5M | 127,065 | 1.83% | 2q | +69.6%+$2.7M |
| Savvy Advisors, Inc. | $6.4M | 124,535 | 0.14% | 2q | +16.5%+$903.4K |
| JANE STREET GROUP, LLC | $6.3M | 122,442 | 0.00% | 2q | -42.1%-$4.6M |
| WATERSHED PRIVATE WEALTH LLC | $6.2M | 120,450 | 1.74% | 2q | -5.2%-$336.3K |
| Farther Finance Advisors, LLC | $5.7M | 110,326 | 0.04% | 2q | +355.1%+$4.4M |
| May Hill Capital, LLC | $5.1M | 99,644 | 1.07% | 2q | +44.4%+$1.6M |
| Keebeck Wealth Management | $5.0M | 97,034 | 0.49% | 2q | +33.2%+$1.2M |
| SEEDS INVESTOR LLC | $4.9M | 96,615 | 0.51% | 2q | +5.8%+$271.3K |
| Atria Investments, Inc | $4.9M | 95,732 | 0.05% | 2q | +9.9%+$440.0K |
| ONE Advisory Partners, LLC | $4.8M | 92,813 | 1.29% | 2q | +28.2%+$1.0M |
| JB Capital LLC | $4.5M | 88,356 | 0.16% | 2q | +37.8%+$1.2M |
| Steward Partners Investment Advisory, LLC | $4.4M | 86,176 | 0.02% | 2q | +12.4%+$487.7K |
| Plancorp, LLC | $4.3M | 85,460 | 0.11% | new | NEW |
| Diversify Advisory Services, LLC | $4.3M | 87,187 | 0.07% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.3M | 87,187 | 0.07% | 2q | +24.1%+$841.6K |
| WEALTH ALLIANCE, LLC | $4.2M | 82,843 | 0.36% | 2q | +0.6%+$23.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.9M | 75,834 | 0.00% | new | NEW |
| LiftPoint Family Wealth Advisors LLC | $3.7M | 71,316 | 2.48% | 2q | +8.6%+$288.1K |
| Able Wealth Management LLC | $3.5M | 69,016 | 0.81% | 2q | +193.0%+$2.3M |
| HighTower Advisors, LLC | $3.5M | 68,843 | 0.00% | 5q | +12.8%+$399.3K |
| SMART Wealth LLC | $3.5M | 68,464 | 0.76% | 2q | +152.5%+$2.1M |
| Triad Wealth Partners, LLC | $3.4M | 67,859 | 0.20% | 2q | +5.6%+$178.3K |
| Ashton Thomas Private Wealth, LLC | $3.3M | 65,017 | 0.07% | 2q | +123.3%+$1.8M |
| EFG International AG | $3.2M | 62,187 | 0.06% | 2q | +22.2%+$578.2K |
| Strategic Blueprint, LLC | $3.2M | 62,156 | 0.16% | 2q | +97.9%+$1.6M |
| WealthShield Partners, LLC | $2.9M | 57,176 | 0.45% | 2q | +11.4%+$299.1K |
| OSAIC HOLDINGS, INC. | $2.7M | 53,129 | 0.00% | 2q | +155.0%+$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 52,184 | 0.00% | 2q | +148.0%+$1.6M |
| Advyzon Investment Management, LLC | $2.7M | 52,174 | 0.19% | 2q | -32.0%-$1.3M |
| NewEdge Advisors, LLC | $2.6M | 51,261 | 0.01% | 2q | +335.3%+$2.0M |
| Vestmark Advisory Solutions, Inc. | $2.5M | 48,300 | 0.02% | new | NEW |
| THEORY FINANCIAL LLC | $2.0M | 38,963 | 0.63% | 2q | +3.2%+$61.0K |
| CreativeOne Wealth, LLC | $1.9M | 37,537 | 0.04% | 2q | +11.3%+$195.3K |
| Sovran Advisors, LLC | $1.8M | 36,946 | 0.14% | 2q | +105.2%+$945.5K |
| World Investment Advisors | $1.8M | 36,220 | 0.03% | 2q | +1.6%+$28.3K |
| &PARTNERS | $1.8M | 32,640 | 0.01% | 2q | +47.8%+$586.7K |
| MGO ONE SEVEN LLC | $1.8M | 35,381 | 0.03% | 2q | +71.2%+$753.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.8M | 34,399 | 0.03% | 2q | +282.4%+$1.3M |
| Cornerstone Planning Group LLC | $1.7M | 34,888 | 0.22% | 2q | +4.7%+$77.7K |
| PRINCIPAL SECURITIES, INC. | $1.7M | 33,601 | 0.02% | 2q | +19.9%+$285.9K |
| VERUS CAPITAL PARTNERS, LLC | $1.6M | 31,421 | 0.09% | 2q | +3.0%+$46.3K |
| Gen-Wealth Partners Inc | $1.6M | 30,979 | 0.44% | 2q | +13.1%+$184.3K |
| Apeiron RIA LLC | $1.6M | 30,870 | 0.41% | 2q | HELD |
| TSA Wealth Managment LLC | $1.5M | 28,534 | 0.41% | 2q | +68.8%+$595.6K |
| Advisory Services Network, LLC | $1.4M | 27,958 | 0.02% | 2q | +15.9%+$196.8K |
| BENJAMIN EDWARDS INC | $1.4M | 27,702 | 0.01% | 2q | +3.6%+$49.3K |
| Retirement Wealth Solutions LLC | $1.4M | 26,539 | 0.75% | 2q | +40.5%+$391.7K |
| Mayflower Financial Advisors, LLC | $1.3M | 25,623 | 0.11% | 2q | +17.4%+$194.4K |
| Shared Vision Wealth Group LLC | $1.3M | 24,444 | 0.43% | 2q | +81.4%+$561.9K |
| Polaris Investment Advisors, LLC | $1.2M | 23,304 | 0.76% | 2q | +59.3%+$444.4K |
| Aspire Private Capital, LLC | $1.2M | 23,145 | 0.25% | 2q | +24.6%+$234.3K |
| EQ LLC | $1.1M | 21,668 | 0.27% | new | NEW |
| SigFig Wealth Management, LLC | $1.1M | 20,591 | 0.03% | 2q | +10.6%+$101.3K |
| CORE WEALTH ADVISORS, LLC | $1.0M | 20,459 | 0.77% | 2q | +1.8%+$18.8K |
| Arax Advisory Partners | $1.0M | 19,986 | 0.01% | 2q | +1215.7%+$945.9K |
| PFG Advisors | $1.0M | 19,528 | 0.05% | new | NEW |
| Redhawk Wealth Advisors, Inc. | $965.7K | 18,855 | 0.10% | new | NEW |
| CONQUIS FINANCIAL LLC | $944.1K | 18,432 | 0.76% | 4q | -33.9%-$485.0K |
| Cypress Wealth Services, LLC | $937.9K | 18,312 | 0.12% | 2q | +28.7%+$209.3K |
| CFS Investment Advisory Services, LLC | $930.9K | 18,189 | 0.06% | 2q | +6.8%+$59.6K |
| Modern Wealth Management, LLC | $891.5K | 17,406 | 0.01% | 2q | +4.6%+$39.1K |
| Simplicity Wealth,LLC | $861.1K | 16,811 | 0.03% | 2q | +7.9%+$62.9K |
| LifePlan Investment Advisors, Inc. | $859.8K | 16,787 | 0.30% | 2q | +22.0%+$155.1K |
| AE Wealth Management LLC | $851.1K | 16,617 | 0.00% | 2q | +56.2%+$306.1K |
| FIFTH THIRD BANCORP | $837.1K | 16,344 | 0.00% | 2q | +257.6%+$603.0K |
| Balefire, LLC | $835.8K | 16,318 | 0.14% | new | NEW |
| Cerity Partners LLC | $827.1K | 16,148 | 0.00% | 2q | +71.9%+$346.0K |
| Regal Investment Advisors LLC | $769.0K | 15,014 | 0.04% | 2q | +60.4%+$289.6K |
| Sigma Planning Corp | $764.0K | 14,916 | 0.02% | new | NEW |
| Integrated Wealth Concepts LLC | $731.5K | 14,280 | 0.00% | 2q | +73.3%+$309.3K |
| EWA, LLC | $731.2K | 14,277 | 0.13% | 2q | +46.3%+$231.5K |
| Vantage Point Financial LLC | $727.9K | 14,211 | 0.22% | 2q | +24.0%+$140.7K |
| ZENITH SOLUTIONS, INC. | $714.2K | 13,943 | 0.65% | new | FIRST |
| OLD MISSION CAPITAL LLC | $713.9K | 13,937 | 0.01% | new | NEW |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $712.0K | 13,901 | 0.14% | 2q | +1.1%+$7.7K |
Showing the largest 100 of 184 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 176 | $1.8B | 36,063,298 | 46 | 109 | 10 | 0.0% |
| Q1 2026 | 137 | $1.5B | 30,675,886 | 131 | 2 | 2 | 0.0% |
| Q4 2025 | 5 | $22.7M | 449,791 | 0 | 2 | 1 | 0.0% |
| Q3 2025 | 7 | $23.9M | 478,327 | 4 | 2 | 0 | 0.0% |
| Q2 2025 | 4 | $20.3M | 416,345 | 1 | 0 | 2 | 0.0% |
| Q1 2025 | 2 | $21.1M | 424,884 | 2 | 0 | 0 | 0.0% |