DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (LMUB)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
184
Reporting holders
$1.9B
Reported value
0.0%
Calls
0.0%
Puts
+40
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $660.1M | 12,886,730 | 0.16% | 2q | +7.3%+$44.7M |
| LPL Financial LLC | $340.0M | 6,637,082 | 0.08% | 2q | +14.2%+$42.2M |
| JPMORGAN CHASE & CO | $143.2M | 2,795,874 | 0.01% | 2q | +42.5%+$42.7M |
| MORGAN STANLEY | $83.5M | 1,629,744 | 0.00% | 2q | +15.7%+$11.3M |
| MML INVESTORS SERVICES, LLC | $77.7M | 1,517,394 | 0.16% | 2q | +27.8%+$16.9M |
| Cetera Investment Advisers | $61.4M | 1,198,291 | 0.06% | 2q | +6.0%+$3.5M |
| PARK AVENUE SECURITIES LLC | $59.6M | 1,163,887 | 0.37% | 2q | +5.1%+$2.9M |
| Envestnet Portfolio Solutions, Inc. | $45.3M | 883,578 | 0.22% | 2q | +8.2%+$3.4M |
| Sanctuary Advisors, LLC | $26.3M | 513,457 | 0.12% | 2q | +57.0%+$9.5M |
| KM Capital Management Ltd. | $22.7M | 442,423 | 10.65% | 2q | +7.6%+$1.6M |
| Vise Technologies, Inc. | $18.2M | 356,058 | 0.21% | new | NEW |
| Foundations Investment Advisors, LLC | $17.5M | 341,310 | 0.18% | 2q | +32.4%+$4.3M |
| One Wealth Advisors, LLC | $17.2M | 336,349 | 1.90% | 2q | +37.9%+$4.7M |
| OneDigital Investment Advisors LLC | $15.6M | 305,445 | 0.13% | 2q | +46.9%+$5.0M |
| Icon Wealth Advisors, LLC | $15.5M | 303,512 | 0.94% | 2q | +3.5%+$527.4K |
| BlackRock, Inc. | $13.1M | 256,048 | 0.00% | 6q | HELD |
| Manhattan West Asset Management, LLC | $10.6M | 206,883 | 1.77% | 4q | +30.6%+$2.5M |
| STIFEL FINANCIAL CORP | $10.4M | 202,598 | 0.01% | 2q | +10.4%+$978.5K |
| Buttonwood Financial Group, LLC | $10.0M | 195,270 | 5.72% | 2q | +6.7%+$625.7K |
| Detalus Advisors, LLC | $10.0M | 195,227 | 1.95% | 2q | +16.9%+$1.4M |
| Bank of New York Mellon Corp | $9.0M | 176,327 | 0.00% | 2q | +19.1%+$1.4M |
| Orion Porfolio Solutions, LLC | $8.9M | 173,943 | 0.07% | 2q | +8.4%+$686.8K |
| Kestra Advisory Services, LLC | $8.5M | 166,629 | 0.03% | 2q | +103.3%+$4.3M |
| Tyche Wealth Partners LLC | $7.9M | 154,916 | 1.11% | 2q | +21.1%+$1.4M |
| Kelly Financial Services LLC | $6.7M | 131,465 | 1.44% | 2q | +9.9%+$604.8K |
| Atlatl Advisers LLC | $6.6M | 128,359 | 1.56% | 2q | +2.1%+$132.4K |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | $6.5M | 127,065 | 1.83% | 2q | +69.6%+$2.7M |
| Savvy Advisors, Inc. | $6.4M | 124,535 | 0.14% | 2q | +16.5%+$903.4K |
| JANE STREET GROUP, LLC | $6.3M | 122,442 | 0.00% | 2q | -42.1%-$4.6M |
| WATERSHED PRIVATE WEALTH LLC | $6.2M | 120,450 | 1.74% | 2q | -5.2%-$336.3K |
| Thrivent Financial for Lutherans | $5.9M | 115,023 | 0.01% | 2q | +13.7%+$707.8K |
| Farther Finance Advisors, LLC | $5.7M | 110,326 | 0.04% | 2q | +355.1%+$4.4M |
| May Hill Capital, LLC | $5.1M | 99,644 | 1.07% | 2q | +44.4%+$1.6M |
| Keebeck Wealth Management | $5.0M | 97,034 | 0.49% | 2q | +33.2%+$1.2M |
| SEEDS INVESTOR LLC | $4.9M | 96,615 | 0.51% | 2q | +5.8%+$271.3K |
| MLG Wealth Management DBA Pine Grove Financial Group | $4.9M | 96,086 | 0.50% | 2q | +74.9%+$2.1M |
| Atria Investments, Inc | $4.9M | 95,732 | 0.05% | 2q | +9.9%+$440.0K |
| Cambridge Investment Research Advisors, Inc. | $4.9M | 95,498 | 0.01% | 2q | +107.4%+$2.5M |
| ONE Advisory Partners, LLC | $4.8M | 92,813 | 1.29% | 2q | +28.2%+$1.0M |
| JB Capital LLC | $4.5M | 88,356 | 0.16% | 2q | +37.8%+$1.2M |
| Steward Partners Investment Advisory, LLC | $4.4M | 86,176 | 0.02% | 2q | +12.4%+$487.7K |
| Plancorp, LLC | $4.3M | 85,460 | 0.11% | new | NEW |
| Diversify Advisory Services, LLC | $4.3M | 87,187 | 0.07% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $4.3M | 87,187 | 0.07% | 2q | +24.1%+$841.6K |
| WEALTH ALLIANCE, LLC | $4.2M | 82,843 | 0.36% | 2q | +0.6%+$23.9K |
| LiftPoint Family Wealth Advisors LLC | $3.7M | 71,316 | 2.48% | 2q | +8.6%+$288.1K |
| Able Wealth Management LLC | $3.5M | 69,016 | 0.81% | 2q | +193.0%+$2.3M |
| HighTower Advisors, LLC | $3.5M | 68,843 | 0.00% | 5q | +12.8%+$399.3K |
| SMART Wealth LLC | $3.5M | 68,464 | 0.76% | 2q | +152.5%+$2.1M |
| Triad Wealth Partners, LLC | $3.4M | 67,859 | 0.20% | 2q | +5.6%+$178.3K |
| Ashton Thomas Private Wealth, LLC | $3.3M | 65,017 | 0.07% | 2q | +123.3%+$1.8M |
| EFG International AG | $3.2M | 62,187 | 0.06% | 2q | +22.2%+$578.2K |
| Strategic Blueprint, LLC | $3.2M | 62,156 | 0.16% | 2q | +97.9%+$1.6M |
| WealthShield Partners, LLC | $2.9M | 57,176 | 0.45% | 2q | +11.4%+$299.1K |
| OSAIC HOLDINGS, INC. | $2.7M | 53,129 | 0.00% | 2q | +155.0%+$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 52,184 | 0.00% | 2q | +148.0%+$1.6M |
| Advyzon Investment Management, LLC | $2.7M | 52,174 | 0.19% | 2q | -32.0%-$1.3M |
| NewEdge Advisors, LLC | $2.6M | 51,261 | 0.01% | 2q | +335.3%+$2.0M |
| Vestmark Advisory Solutions, Inc. | $2.5M | 48,300 | 0.02% | new | NEW |
| THEORY FINANCIAL LLC | $2.0M | 38,963 | 0.63% | 2q | +3.2%+$61.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.9M | 37,917 | 0.00% | new | NEW |
| CreativeOne Wealth, LLC | $1.9M | 37,537 | 0.04% | 2q | +11.3%+$195.3K |
| Sovran Advisors, LLC | $1.8M | 36,946 | 0.14% | 2q | +105.2%+$945.5K |
| World Investment Advisors | $1.8M | 36,220 | 0.03% | 2q | +1.6%+$28.3K |
| &PARTNERS | $1.8M | 32,640 | 0.01% | 2q | +47.8%+$586.7K |
| MGO ONE SEVEN LLC | $1.8M | 35,381 | 0.03% | 2q | +71.2%+$753.9K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.8M | 34,399 | 0.03% | 2q | +282.4%+$1.3M |
| Cornerstone Planning Group LLC | $1.7M | 34,888 | 0.22% | 2q | +4.7%+$77.7K |
| PRINCIPAL SECURITIES, INC. | $1.7M | 33,601 | 0.02% | 2q | +19.9%+$285.9K |
| VERUS CAPITAL PARTNERS, LLC | $1.6M | 31,421 | 0.09% | 2q | +3.0%+$46.3K |
| Gen-Wealth Partners Inc | $1.6M | 30,979 | 0.44% | 2q | +13.1%+$184.3K |
| Apeiron RIA LLC | $1.6M | 30,870 | 0.41% | 2q | HELD |
| TSA Wealth Managment LLC | $1.5M | 28,534 | 0.41% | 2q | +68.8%+$595.6K |
| Advisory Services Network, LLC | $1.4M | 27,958 | 0.02% | 2q | +15.9%+$196.8K |
| BENJAMIN EDWARDS INC | $1.4M | 27,702 | 0.01% | 2q | +3.6%+$49.3K |
| Redwood Investment Management, LLC | $1.4M | 27,558 | 0.14% | 2q | +26.8%+$298.4K |
| Retirement Wealth Solutions LLC | $1.4M | 26,539 | 0.75% | 2q | +40.5%+$391.7K |
| Mayflower Financial Advisors, LLC | $1.3M | 25,623 | 0.11% | 2q | +17.4%+$194.4K |
| Shared Vision Wealth Group LLC | $1.3M | 24,444 | 0.43% | 2q | +81.4%+$561.9K |
| Polaris Investment Advisors, LLC | $1.2M | 23,304 | 0.76% | 2q | +59.3%+$444.4K |
| Aspire Private Capital, LLC | $1.2M | 23,145 | 0.25% | 2q | +24.6%+$234.3K |
| WEDBUSH SECURITIES INC | $1.1M | 21,851 | 0.03% | 2q | HELD |
| EQ LLC | $1.1M | 21,668 | 0.27% | new | NEW |
| SigFig Wealth Management, LLC | $1.1M | 20,591 | 0.03% | 2q | +10.6%+$101.3K |
| CORE WEALTH ADVISORS, LLC | $1.0M | 20,459 | 0.77% | 2q | +1.8%+$18.8K |
| Arax Advisory Partners | $1.0M | 19,986 | 0.01% | 2q | +1215.7%+$945.9K |
| PFG Advisors | $1.0M | 19,528 | 0.05% | new | NEW |
| Redhawk Wealth Advisors, Inc. | $965.7K | 18,855 | 0.10% | new | NEW |
| CONQUIS FINANCIAL LLC | $944.1K | 18,432 | 0.76% | 4q | -33.9%-$485.0K |
| Cypress Wealth Services, LLC | $937.9K | 18,312 | 0.12% | 2q | +28.7%+$209.3K |
| CFS Investment Advisory Services, LLC | $930.9K | 18,189 | 0.06% | 2q | +6.8%+$59.6K |
| Modern Wealth Management, LLC | $891.5K | 17,406 | 0.01% | 2q | +4.6%+$39.1K |
| Simplicity Wealth,LLC | $861.1K | 16,811 | 0.03% | 2q | +7.9%+$62.9K |
| LifePlan Investment Advisors, Inc. | $859.8K | 16,787 | 0.30% | 2q | +22.0%+$155.1K |
| AE Wealth Management LLC | $851.1K | 16,617 | 0.00% | 2q | +56.2%+$306.1K |
| FIFTH THIRD BANCORP | $837.1K | 16,344 | 0.00% | 2q | +257.6%+$603.0K |
| Balefire, LLC | $835.8K | 16,318 | 0.14% | new | NEW |
| Cerity Partners LLC | $827.1K | 16,148 | 0.00% | 2q | +71.9%+$346.0K |
| Regal Investment Advisors LLC | $769.0K | 15,014 | 0.04% | 2q | +60.4%+$289.6K |
| Sigma Planning Corp | $764.0K | 14,916 | 0.02% | new | NEW |
Showing the largest 100 of 184 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 63 | $142.2M | 3,054,395 | 11 | 19 | 32 | 0.0% |
| Q2 2026 | 184 | $1.9B | 37,533,367 | 50 | 112 | 10 | 0.0% |
| Q1 2026 | 144 | $1.6B | 32,043,764 | 138 | 2 | 2 | 0.0% |
| Q4 2025 | 5 | $22.7M | 449,791 | 0 | 2 | 1 | 0.0% |
| Q3 2025 | 7 | $23.9M | 478,327 | 4 | 2 | 0 | 0.0% |
| Q2 2025 | 4 | $20.3M | 416,345 | 1 | 0 | 2 | 0.0% |
| Q1 2025 | 2 | $21.1M | 424,884 | 2 | 0 | 0 | 0.0% |