13F Insight
DOSSIER · 13F Holders · Q2 2026
LMUB

ISHARES TR

184 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G448·184 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.7B
visible holders
Holders
184
filers reporting
Concentration
39.93%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

184 institutions reported LMUB in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 39.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$660M12.9M0.16%Q2 202602
LPL Financial LLC
CIK 0001403438
$340M6.6M0.08%Q2 202603
JPMORGAN CHASE & CO
CIK 0000019617
$143M2.8M0.01%Q2 202604
MORGAN STANLEY
CIK 0000895421
$83M1.6M0.00%Q2 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$78M1.5M0.16%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$61M1.2M0.06%Q2 202607
PARK AVENUE SECURITIES LLC
CIK 0001071640
$55M1.1M0.43%Q1 202608
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$45M884K0.22%Q2 202609
Sanctuary Advisors, LLC
CIK 0001777271
$26M513K0.12%Q2 202610
KM Capital Management Ltd.
CIK 0001963514
$23M442K10.65%Q2 202611
Vise Technologies, Inc.
CIK 0001812090
$18M356K0.21%Q2 202612
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$17M341K0.18%Q2 202613
One Wealth Advisors, LLC
CIK 0001725297
$17M336K1.90%Q2 202614
OneDigital Investment Advisors LLC
CIK 0001690370
$16M305K0.13%Q2 202615
Icon Wealth Advisors, LLC
CIK 0001963212
$16M304K0.94%Q2 202616
BlackRock, Inc.
CIK 0002012383
$13M256K0.00%Q2 202617
Manhattan West Asset Management, LLC
CIK 0001904770
$11M207K1.77%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$11M211K0.00%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$10M203K0.01%Q2 202620
Bank of New York Mellon Corp
CIK 0001390777
$9M176K0.00%Q2 2026
Page 1 of 10
164 more holders available. Log in →