LMUB institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding183
Shares held37,440,161
Reported value$1.9bn
Quarter flows52 new, 111 added, 11 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC12,886,730$660.1m0.2%
LPL Financial LLC6,637,082$340.0m0.1%
JPMORGAN CHASE & CO2,795,874$143.2m0.0%
MORGAN STANLEY1,629,744$83.5m0.0%
MML INVESTORS SERVICES, LLC1,517,394$77.7m0.2%
Cetera Investment Advisers1,198,291$61.4m0.1%
PARK AVENUE SECURITIES LLC1,163,887$59.6m0.4%
Envestnet Portfolio Solutions, Inc.883,578$45.3m0.2%
Sanctuary Advisors, LLC513,457$26.3m0.1%
KM Capital Management Ltd.442,423$22.7m10.7%
Vise Technologies, Inc.356,058$18.2m0.2%
Foundations Investment Advisors, LLC341,310$17.5m0.2%
One Wealth Advisors, LLC336,349$17.2m1.9%
OneDigital Investment Advisors LLC305,445$15.6m0.1%
Icon Wealth Advisors, LLC303,512$15.5m0.9%
BlackRock, Inc.256,048$13.1m0.0%
Manhattan West Asset Management, LLC206,883$10.6m1.8%
STIFEL FINANCIAL CORP202,598$10.4m0.0%
Buttonwood Financial Group, LLC195,270$10.0m5.7%
Detalus Advisors, LLC195,227$10.0m1.9%
Bank of New York Mellon Corp176,327$9.0m0.0%
Orion Porfolio Solutions, LLC173,943$8.9m0.1%
Kestra Advisory Services, LLC166,629$8.5m0.0%
Tyche Wealth Partners LLC154,916$7.9m1.1%
Kelly Financial Services LLC131,465$6.7m1.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("LMUB"). LMUB price history · All 13F data

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