13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
LMUB

ISHARES TR

142 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G448·142 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.4%
vs prior quarter
13F value held
$1.4B
50.0% inst. owned
of float
Holders
142
+73 QoQ
filers reporting
Activity
+8 / −35
+815 added · −778 reduced
this quarter
Concentration
43.85%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

142 institutions reported LMUB in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 43.8% of the visible book. +73 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$600M12.0M0.16%Q1 202602
LPL Financial LLC
CIK 0001403438
$290M5.8M0.08%Q1 202603
JPMORGAN CHASE & CO
CIK 0000019617
$98M2.0M0.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$70M1.4M0.00%Q1 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$59M1.2M0.16%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$56M1.1M0.06%Q1 202607
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$41M817K0.23%Q1 202608
KM Capital Management Ltd.
CIK 0001963514
$21M411K13.95%Q1 202609
Sanctuary Advisors, LLC
CIK 0001777271
$16M327K0.09%Q1 202610
Icon Wealth Advisors, LLC
CIK 0001963212
$15M293K0.96%Q1 202611
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$13M258K0.16%Q1 202612
BlackRock, Inc.
CIK 0002012383
$13M256K0.00%Q1 202613
One Wealth Advisors, LLC
CIK 0001725297
$12M244K1.52%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$11M211K0.00%Q1 202615
OneDigital Investment Advisors LLC
CIK 0001690370
$10M208K0.10%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$9M183K0.01%Q1 202617
Buttonwood Financial Group, LLC
CIK 0001847661
$9M183K5.62%Q1 202618
Detalus Advisors, LLC
CIK 0001799677
$8M167K1.90%Q1 202619
Orion Porfolio Solutions, LLC
CIK 0001360533
$8M161K0.07%Q1 202620
Manhattan West Asset Management, LLC
CIK 0001904770
$8M158K1.55%Q1 2026
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