iSHARES TRUST - LMUB

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$1.93B
QoQ value delta ($000)
+$329.1M (+20.57%)
Implied price effect (QoQ)
+2.52%
Shares
Total shares
37,684,910
QoQ shares delta
+5,641,146 (+17.6%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (LMUB)

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 184 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
ENVESTNET ASSET MANAGEMENT INC 660,058 12,886,730 0.16%
LPL Financial LLC 339,951 6,637,082 0.08%
JPMORGAN CHASE & CO 143,246 2,795,874 0.01%
MORGAN STANLEY 83,475 1,629,744 0.0%
MML INVESTORS SERVICES, LLC 77,720 1,517,394 0.16%
Cetera Investment Advisers 61,376 1,198,291 0.06%
PARK AVENUE SECURITIES LLC 59,614 1,163,887 0.37%
Envestnet Portfolio Solutions, Inc. 45,256 883,578 0.22%
Sanctuary Advisors, LLC 26,299 513,457 0.12%
KM Capital Management Ltd. 22,660 442,423 10.65%
Vise Technologies, Inc. 18,237 356,058 0.21%
FOUNDATIONS INVESTMENT ADVISORS, LLC 17,481 341,310 0.18%
One Wealth Advisors, LLC 17,227 336,349 1.9%
OneDigital Investment Advisors LLC 15,644 305,445 0.13%
Icon Wealth Advisors, LLC 15,545 303,512 0.94%
BlackRock, Inc. 13,114 256,048 0.0%
Manhattan West Asset Management, LLC 10,596 206,883 1.77%
STIFEL FINANCIAL CORP 10,377 202,598 0.01%
Buttonwood Financial Group, LLC 10,001 195,270 5.72%
Detalus Advisors, LLC 9,999 195,227 1.95%
Bank of New York Mellon Corp 9,031 176,327 0.0%
Orion Porfolio Solutions, LLC 8,909 173,943 0.07%
Kestra Advisory Services, LLC 8,534 166,629 0.03%
Tyche Wealth Partners LLC 7,934 154,916 1.11%
CWM, LLC 7,600 152,220 0.02%