LMUBISHARES TR
CUSIP 46438G448 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (LMUB) has 142 institutional holders in Filings Flow’s 13F database, together reporting 30.51M shares worth $1.5B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Lpl Financial LLC, and Jpmorgan Chase & Co.
Institutional Holders
142
Q1 2026
Reported Value
$1.5B
Ticker
LMUB
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| KM Capital Management Ltd.$149M AUM | 13.95% | $21M | 411.2K | Q1 2026 |
| Buttonwood Financial Group, LLC$163M AUM | 5.62% | $9M | 183.1K | Q1 2026 |
| Atlatl Advisers LLC$135M AUM | 4.66% | $6M | 125.8K | Q1 2026 |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 2.72% | $3M | 65.7K | Q1 2026 |
| WATERSHED PRIVATE WEALTH LLC$321M AUM | 1.98% | $6M | 127.0K | Q1 2026 |
| Detalus Advisors, LLC$438M AUM | 1.90% | $8M | 167.0K | Q1 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 1.66% | $4M | 74.9K | Q1 2026 |
| Manhattan West Asset Management, LLC$511M AUM | 1.55% | $8M | 158.4K | Q1 2026 |
| One Wealth Advisors, LLC$803M AUM | 1.52% | $12M | 243.9K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 1.44% | $6M | 119.7K | Q1 2026 |
| True Vision MN LLC$194M AUM | 1.21% | $2M | 47.1K | Q1 2026 |
| CONQUIS FINANCIAL LLC$121M AUM | 1.18% | $1M | 27.9K | Q1 2026 |
| ONE Advisory Partners, LLC$324M AUM | 1.11% | $4M | 72.4K | Q1 2026 |
| Tyche Wealth Partners LLC$648M AUM | 0.99% | $6M | 127.9K | Q1 2026 |
| Icon Wealth Advisors, LLC$1.5B AUM | 0.96% | $15M | 293.2K | Q1 2026 |
| CORE WEALTH ADVISORS, LLC$130M AUM | 0.77% | $1M | 20.1K | Q1 2026 |
| THEORY FINANCIAL LLC$285M AUM | 0.66% | $2M | 37.8K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.63% | $5M | 91.3K | Q1 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 0.59% | $943,278 | 18.9K | Q1 2026 |
| Polaris Investment Advisors, LLC$156M AUM | 0.53% | $730,376 | 14.6K | Q1 2026 |
| Gen-Wealth Partners Inc$317M AUM | 0.43% | $1M | 27.4K | Q1 2026 |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 0.41% | $436,738 | 8.7K | Q1 2026 |
| Keebeck Wealth Management$889M AUM | 0.41% | $4M | 72.8K | Q1 2026 |
| WEALTH ALLIANCE, LLC$1.0B AUM | 0.41% | $4M | 82.4K | Q1 2026 |
| SMART Wealth LLC$341M AUM | 0.40% | $1M | 27.1K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 0.36% | $2M | 30.9K | Q1 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.34% | $4M | 76.8K | Q1 2026 |
| Able Wealth Management LLC$374M AUM | 0.31% | $1M | 23.6K | Q1 2026 |
| PUREfi Wealth, LLC$153M AUM | 0.29% | $442,629 | 8.9K | Q1 2026 |
| WealthShield Partners, LLC$898M AUM | 0.29% | $3M | 51.3K | Q1 2026 |
| Archer Investment Management, LLC$293M AUM | 0.28% | $676,801 | 13.6K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 0.27% | $672,707 | 13.5K | Q1 2026 |
| TSA Wealth Managment LLC$309M AUM | 0.27% | $844,117 | 16.9K | Q1 2026 |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.27% | $686,987 | 13.8K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.25% | $3M | 64.3K | Q1 2026 |
| RCS Financial Planning, LLC$193M AUM | 0.25% | $487,966 | 9.8K | Q1 2026 |
| Stirlingshire Investments, Inc.$114M AUM | 0.25% | $285,849 | 5.7K | Q1 2026 |
| Aegis Wealth Management, Inc.$127M AUM | 0.24% | $305,222 | 6.1K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.23% | $41M | 816.9K | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.22% | $2M | 33.3K | Q1 2026 |
| Roan Capital Partners$121M AUM | 0.22% | $235,720 | 4.7K | Q1 2026 |
| Aspire Private Capital, LLC$443M AUM | 0.21% | $927,200 | 18.6K | Q1 2026 |
| Vantage Point Financial LLC$285M AUM | 0.20% | $572,447 | 11.5K | Q1 2026 |
| URS Advisory LLC$137M AUM | 0.19% | $265,428 | 5.3K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.18% | $686,538 | 13.8K | Q1 2026 |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 0.17% | $306,071 | 6.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.16% | $59M | 1.19M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.16% | $600M | 12.01M | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.16% | $13M | 257.7K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.14% | $5M | 106.9K | Q1 2026 |
| Walser Wealth Management Company, A Ltd Liability Co$223M AUM | 0.14% | $303,275 | 6.1K | Q1 2026 |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.13% | $1M | 21.8K | Q1 2026 |
| JB Capital LLC$2.5B AUM | 0.13% | $3M | 64.1K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.13% | $350,309 | 7.0K | Q1 2026 |
| EWA, LLC$548M AUM | 0.11% | $487,217 | 9.8K | Q1 2026 |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.10% | $2M | 30.5K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.10% | $10M | 207.9K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.10% | $710,304 | 14.2K | Q1 2026 |
| Merkkuri Wealth Advisors LLC$151M AUM | 0.09% | $139,804 | 2.8K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.09% | $2M | 31.4K | Q1 2026 |
| Richmond Investment Services, LLC$619M AUM | 0.09% | $563,009 | 11.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.09% | $16M | 327.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.08% | $290M | 5.81M | Q1 2026 |
| Sharkey, Howes & Javer$829M AUM | 0.08% | $571,349 | 11.4K | Q1 2026 |
| Sovran Advisors, LLC$1.3B AUM | 0.07% | $912,590 | 18.0K | Q1 2026 |
| Raleigh Capital Management Inc.$290M AUM | 0.07% | $204,563 | 4.1K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.07% | $8M | 160.5K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.06% | $4M | 70.3K | Q1 2026 |
| SWMG, LLC$350M AUM | 0.06% | $220,990 | 4.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.06% | $56M | 1.13M | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.06% | $866,402 | 17.0K | Q1 2026 |
| EFG International AG$4.7B AUM | 0.05% | $3M | 50.9K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.05% | $4M | 87.1K | Q1 2026 |
| Lifeworks Advisors, LLC$779M AUM | 0.05% | $371,379 | 7.4K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.04% | $778,009 | 15.6K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 33.7K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.03% | $1M | 29.1K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.03% | $2M | 35.7K | Q1 2026 |
| SigFig Wealth Management, LLC$3.8B AUM | 0.03% | $929,347 | 18.6K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.03% | $87,378 | 1.8K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $467,345 | 9.4K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.02% | $474,785 | 9.5K | Q1 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $282,804 | 5.7K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.02% | $1M | 20.7K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.02% | $1M | 28.0K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.02% | $8M | 152.2K | Q1 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $346,714 | 6.9K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $4M | 76.7K | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.02% | $20,471 | 410 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 24.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 82.0K | Q1 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $315,508 | 6.3K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $834,813 | 16.6K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $1M | 26.7K | Q1 2026 |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $223,387 | 4.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 24.2K | Q1 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $449,171 | 9.0K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $241,861 | 4.8K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $241,506 | 4.8K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 183.5K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $389,254 | 7.8K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $98M | 1.96M | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 22.1K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $140,853 | 2.8K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $277,112 | 5.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $411,523 | 8.2K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 61.0K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $282,789 | 5.6K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $620,280 | 12.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $531,255 | 10.6K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $4,244 | 85 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $75,844 | 1.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $85,979 | 1.7K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $19,722 | 395 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 20.8K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $41,907 | 841 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 21.0K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $7M | 148.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $11M | 211.3K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $144,647 | 2.9K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $4,494 | 90 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $452,815 | 9.1K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $7,040 | 141 | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $468,992 | 9.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $11,775 | 11.8K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $379,468 | 7.6K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $228,231 | 4.6K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $30,857 | 618 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $7,390 | 148 | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $13M | 256.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $12,233 | 245 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $8,738 | 175 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $274,865 | 5.5K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $9,037 | 181 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5,742 | 115 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.