iSHARES TRUST - LMUB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | History | New | 1,107,507 | 55,298 | 0.43% | — | 1 | +1,107,507 | New | Q1 2026 | Apr 07, 2026 |
| Buttonwood Financial Group, LLC | History | New | 183,054 | 9,139 | 5.62% | — | 2 | +183,054 | New | Q1 2026 | Apr 15, 2026 |
| Kelly Financial Services LLC | History | New | 119,658 | 5,971 | 1.44% | — | 3 | +119,658 | New | Q1 2026 | Apr 13, 2026 |
| ONE Advisory Partners, LLC | History | New | 72,398 | 3,614 | 1.11% | — | 4 | +72,398 | New | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 24,244 | 1,216 | 0.01% | — | 5 | +24,244 | New | Q1 2026 | Apr 07, 2026 |
| Retirement Wealth Solutions LLC | History | New | 18,892 | 943 | 0.59% | — | 6 | +18,892 | New | Q1 2026 | Apr 07, 2026 |
| SigFig Wealth Management, LLC | History | New | 18,613 | 929 | 0.03% | — | 7 | +18,613 | New | Q1 2026 | Apr 14, 2026 |
| Cypress Wealth Services, LLC | History | New | 14,226 | 710 | 0.1% | — | 8 | +14,226 | New | Q1 2026 | Apr 15, 2026 |
| Archer Investment Management, LLC | History | New | 13,555 | 676 | 0.28% | — | 9 | +13,555 | New | Q1 2026 | Apr 08, 2026 |
| Sharkey, Howes & Javer | History | New | 11,443 | 571 | 0.08% | — | 10 | +11,443 | New | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | New | 7,796 | 389 | 0.01% | — | 11 | +7,796 | New | Q1 2026 | Apr 10, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 7,016 | 350 | 0.13% | — | 12 | +7,016 | New | Q1 2026 | Apr 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 6,944 | 346 | 0.02% | — | 13 | +6,944 | New | Q1 2026 | Apr 09, 2026 |
| Capital Asset Managemnet, LLC | History | New | 4,382 | 218 | 0.25% | — | 14 | +4,382 | New | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | New | 1,722 | 85 | 0.0% | — | 15 | +1,722 | New | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 618 | 30 | 0.0% | — | 16 | +618 | New | Q1 2026 | Apr 13, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -322,000 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Manhattan West Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -59,018 | -100.0% | Q4 2025 | Feb 02, 2026 |
| CONQUIS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 1.49% | — | -34,320 | -100.0% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,846 | -100.0% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,607 | -100.0% | Q4 2025 | Jan 26, 2026 |