Vault-13

ISHARES TR LMUB

LONG TERM MUNI · ETP · CUSIP 46438G448

143 institutional holders +138 vs Q4 2025
31,902,90631.9m shares reported held*
$1.6bnreported value*
137 new 2 added 2 reduced 1 sold out net bought ≈ $1.6bn (+31.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.95.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q1 25: 3Q2 25: 5Q3 25: 7Q4 25: 5Q1 26: 143143Q1 25Q2 25Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q1 20253
Q2 20255
Q3 20257
Q4 20255
Q1 2026143

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 25: 1 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 0 cut or sold outQ3 25Q4 25: 2 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 139 bought or addedQ1 26: 3 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202512
Q3 202560
Q4 202523
Q1 20261393

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC New +12,013,761+12.0m
LPL Financial LLC New +5,812,359+5.8m
JPMORGAN CHASE & CO New +1,962,505+2.0m
MORGAN STANLEY New +1,409,170+1.4m
MML INVESTORS SERVICES, LLC New +1,187,412+1.2m
Cetera Investment Advisers New +1,130,875+1.1m
PARK AVENUE SECURITIES LLC New +1,107,507+1.1m
Envestnet Portfolio Solutions, Inc. New +816,931+816.9k
KM Capital Management Ltd. New +411,226+411.2k
Sanctuary Advisors, LLC New +327,024+327.0k

Biggest sellers

BlackRock, Inc. Reduced -65,952-66.0k
CONQUIS FINANCIAL LLC Reduced -6,420-6.4k
WHITTIER TRUST CO Sold out -5,607-5.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (0.9%, 2026-04-29)

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.16% of their portfolio Berwyn, PA 12,013,76112.0m $599.8m $599.8m 0.16% New
2 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 5,812,3595.8m $290.2m $290.2m 0.08% New
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,962,5052.0m $97.8m $97.8m 0.01% New
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,409,1701.4m $70.4m $70.4m 0.00% New
5 MML INVESTORS SERVICES, LLC 0.16% of their portfolio SPRINGFIELD, MA 1,187,4121.2m $59.3m $59.3m 0.16% New
6 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,130,8751.1m $56.5m $56.5m 0.06% New
7 PARK AVENUE SECURITIES LLC 0.43% of their portfolio NEW YORK, NY 1,107,5071.1m $55.3m $55.3m 0.43% New
8 Envestnet Portfolio Solutions, Inc. 0.23% of their portfolio BERWYN, PA 816,931816.9k $40.8m $40.8m 0.23% New
9 KM Capital Management Ltd. 13.95% of their portfolio AUSTIN, TX 411,226411.2k $20.7m $20.7m 13.95% New
10 Sanctuary Advisors, LLC 0.09% of their portfolio INDIANAPOLIS, IN 327,024327.0k $16.3m $16.3m 0.09% New
11 Icon Wealth Advisors, LLC 0.96% of their portfolio HOUSTON, TX 293,216293.2k $14.9m $14.9m 0.96% New
12 Foundations Investment Advisors, LLC 0.16% of their portfolio PHOENIX, AZ 257,739257.7k $12.9m $12.9m 0.16% New
13 BlackRock, Inc. 0.00% of their portfolio New York, NY 256,048256.0k $12.8m $12.8m 0.00% Reduced -66.0k -65,952
14 One Wealth Advisors, LLC 1.52% of their portfolio SAN FRANCISCO, CA 243,858243.9k $12.2m $12.2m 1.52% New
15 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 211,325211.3k $10.6m $10.6m 0.01% New
16 OneDigital Investment Advisors LLC 0.10% of their portfolio OVERLAND PARK, KS 207,877207.9k $10.4m $10.4m 0.10% New
17 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 183,495183.5k $9.2m $9.2m 0.01% New
18 Buttonwood Financial Group, LLC 5.62% of their portfolio Kansas City, MO 183,054183.1k $9.1m $9.1m 5.62% New
19 Detalus Advisors, LLC 1.90% of their portfolio ST. LOUIS, MO 166,954167.0k $8.3m $8.3m 1.90% New
20 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 160,535160.5k $8.0m $8.0m 0.07% New
21 Manhattan West Asset Management, LLC 1.55% of their portfolio Los Angeles, CA 158,388158.4k $7.9m $7.9m 1.55% Added +99.4k +99,370
22 CWM, LLC 0.02% of their portfolio OMAHA, NE 152,220152.2k $7.6m $7.6m 0.02% New
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 148,075148.1k $7.4m $7.4m 0.00% New
24 Tyche Wealth Partners LLC 0.99% of their portfolio PLANO, TX 127,929127.9k $6.4m $6.4m 0.99% New
25 WATERSHED PRIVATE WEALTH LLC 1.98% of their portfolio Oak Brook, IL 127,016127.0k $6.3m $6.3m 1.98% New
26 Atlatl Advisers LLC 4.66% of their portfolio MADISON, WI 125,775125.8k $6.3m $6.3m 4.66% New
27 Kelly Financial Services LLC 1.44% of their portfolio BRAINTREE, MA 119,658119.7k $6.0m $6.0m 1.44% New
28 Savvy Advisors, Inc. 0.14% of their portfolio NEW YORK, NY 106,898106.9k $5.3m $5.3m 0.14% New
29 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 101,206101.2k $5.0m $5.0m 0.01% New
30 SEEDS INVESTOR LLC 0.63% of their portfolio NEW YORK, NY 91,31891.3k $4.6m $4.6m 0.63% New
31 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 87,14187.1k $4.4m $4.4m 0.05% New
32 WEALTH ALLIANCE, LLC 0.41% of their portfolio MELLVILLE, NY 82,37682.4k $4.1m $4.1m 0.41% New
33 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 81,95282.0k $4.1m $4.1m 0.02% New
34 Advyzon Investment Management, LLC 0.34% of their portfolio LISLE, IL 76,76576.8k $3.8m $3.8m 0.34% New
35 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 76,65476.7k $3.8m $3.8m 0.02% New
36 ONE WEALTH CAPITAL MANAGEMENT, LLC 1.66% of their portfolio SCOTTSDALE, AZ 74,90774.9k $3.8m $3.8m 1.66% New
37 Keebeck Wealth Management 0.41% of their portfolio Chicago, IL 72,82572.8k $3.6m $3.6m 0.41% New
38 ONE Advisory Partners, LLC 1.11% of their portfolio OVERLAND PARK, KS 72,39872.4k $3.6m $3.6m 1.11% New
39 DIVERSIFY WEALTH MANAGEMENT, LLC 0.06% of their portfolio SANDY, UT 70,27470.3k $3.6m $3.6m 0.06% New
40 May Hill Capital, LLC 0.87% of their portfolio COHASSET, MA 69,02669.0k $3.4m $3.4m 0.87% New
41 LiftPoint Family Wealth Advisors LLC 2.72% of their portfolio FAR HILLS, NJ 65,69265.7k $3.3m $3.3m 2.72% New
42 Triad Wealth Partners, LLC 0.25% of their portfolio LAWRENCE, KS 64,25664.3k $3.2m $3.2m 0.25% New
43 JB Capital LLC 0.13% of their portfolio WETHERSFIELD, CT 64,12164.1k $3.2m $3.2m 0.13% New
44 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 61,04861.0k $3.0m $3.0m 0.00% Added +32.2k +32,202
45 WealthShield Partners, LLC 0.29% of their portfolio CARY, NC 51,33751.3k $2.6m $2.6m 0.29% New
46 EFG International AG 0.05% of their portfolio Zurich, V8 50,89950.9k $2.5m $2.5m 0.05% New
47 True Vision MN LLC 1.21% of their portfolio WOODBURY, MN 47,07247.1k $2.4m $2.4m 1.21% New
48 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 46,04046.0k $2.3m $2.3m 0.01% New
49 THEORY FINANCIAL LLC 0.66% of their portfolio FORT COLLINS, CO 37,77337.8k $1.9m $1.9m 0.66% New
50 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 35,66235.7k $1.8m $1.8m 0.03% New
51 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 33,72433.7k $1.7m $1.7m 0.04% New
52 Cornerstone Planning Group LLC 0.22% of their portfolio FAIRFIELD, NJ 33,33733.3k $1.7m $1.7m 0.22% New
53 Strategic Blueprint, LLC 0.09% of their portfolio ATLANTA, GA 31,41031.4k $1.6m $1.6m 0.09% New
54 Apeiron RIA LLC 0.36% of their portfolio Dallas, TX 30,90530.9k $1.5m $1.5m 0.36% New
55 VERUS CAPITAL PARTNERS, LLC 0.10% of their portfolio SCOTTSDALE, AZ 30,51830.5k $1.5m $1.5m 0.10% New
56 Ashton Thomas Private Wealth, LLC 0.03% of their portfolio SCOTTSDALE, AZ 29,11329.1k $1.5m $1.5m 0.03% New
57 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 28,01928.0k $1.4m $1.4m 0.02% New
58 CONQUIS FINANCIAL LLC 1.18% of their portfolio MILBRAE, CA 27,90027.9k $1.4m $1.4m 1.18% Reduced -6.4k -6,420
59 Gen-Wealth Partners Inc 0.43% of their portfolio ZEELAND, MI 27,38027.4k $1.4m $1.4m 0.43% New
60 SMART Wealth LLC 0.40% of their portfolio Omaha, NE 27,11027.1k $1.4m $1.4m 0.40% New
61 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 26,73926.7k $1.3m $1.3m 0.01% New
62 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 24,24424.2k $1.2m $1.2m 0.01% New
63 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 24,11624.1k $1.2m $1.2m 0.02% New
64 Able Wealth Management LLC 0.31% of their portfolio Toms River, NJ 23,55323.6k $1.2m $1.2m 0.31% New
65 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 22,08222.1k $1.1m $1.1m 0.01% New
66 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 21,85121.9k $1.1m $1.1m 0.03% New
67 Mayflower Financial Advisors, LLC 0.13% of their portfolio BOSTON, MA 21,82821.8k $1.1m $1.1m 0.13% New
68 Redwood Investment Management, LLC 0.13% of their portfolio SCOTTSDALE, AZ 21,73421.7k $1.1m $1.1m 0.13% New
69 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 21,04121.0k $1.1m $1.1m 0.00% New
70 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 20,83320.8k $1.0m $1.0m 0.00% New
71 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 20,66320.7k $1.0m $1.0m 0.02% New
72 CORE WEALTH ADVISORS, LLC 0.77% of their portfolio INDIANAPOLIS, IN 20,09120.1k $1.0m $1.0m 0.77% New
73 Retirement Wealth Solutions LLC 0.59% of their portfolio MARSHFIELD, WI 18,89218.9k $943.3k $943.3k 0.59% New
74 SigFig Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 18,61318.6k $929.3k $929.3k 0.03% New
75 Aspire Private Capital, LLC 0.21% of their portfolio Cornelius, NC 18,57018.6k $927.2k $927.2k 0.21% New
76 Sovran Advisors, LLC 0.07% of their portfolio SAN DIEGO, CA 18,00518.0k $912.6k $912.6k 0.07% New
77 CFS Investment Advisory Services, LLC 0.06% of their portfolio TOTOWA, NJ 17,02517.0k $866.4k $866.4k 0.06% New
78 TSA Wealth Managment LLC 0.27% of their portfolio HOUSTON, TX 16,90616.9k $844.1k $844.1k 0.27% New
79 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 16,64316.6k $834.8k $834.8k 0.01% New
80 Simplicity Wealth,LLC 0.04% of their portfolio SUMMIT, NJ 15,58215.6k $778.0k $778.0k 0.04% New
81 Polaris Investment Advisors, LLC 0.53% of their portfolio FRAMINGHAM, MA 14,62814.6k $730.4k $730.4k 0.53% New
82 Cypress Wealth Services, LLC 0.10% of their portfolio PALM DESERT, CA 14,22614.2k $710.3k $710.3k 0.10% New
83 LifePlan Investment Advisors, Inc. 0.27% of their portfolio RALEIGH, NC 13,75913.8k $687.0k $687.0k 0.27% New
84 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.18% of their portfolio RICHMOND, VA 13,75013.8k $686.5k $686.5k 0.18% New
85 Archer Investment Management, LLC 0.28% of their portfolio AUSTIN, TX 13,55513.6k $676.8k $676.8k 0.28% New
86 Shared Vision Wealth Group LLC 0.27% of their portfolio CARLSBAD, X1 13,47313.5k $672.7k $672.7k 0.27% New
87 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 12,42312.4k $620.3k $620.3k 0.00% New
88 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,77511.8k $587.9k $587.9k 0.00% New
89 Vantage Point Financial LLC 0.20% of their portfolio LISLE, IL 11,46511.5k $572.4k $572.4k 0.20% New
90 Sharkey, Howes & Javer 0.08% of their portfolio DENVER, CO 11,44311.4k $571.3k $571.3k 0.08% New
91 Richmond Investment Services, LLC 0.09% of their portfolio Mequon, WI 11,27611.3k $563.0k $563.0k 0.09% New
92 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 10,64010.6k $531.3k $531.3k 0.00% New
93 RCS Financial Planning, LLC 0.25% of their portfolio ANNAPOLIS, MD 9,7739.8k $488.0k $488.0k 0.25% New
94 EWA, LLC 0.11% of their portfolio PITTSBURGH, PA 9,7589.8k $487.2k $487.2k 0.11% New
95 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 9,5099.5k $474.8k $474.8k 0.02% New
96 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 9,3939.4k $469.0k $469.0k 0.00% New
97 Regal Investment Advisors LLC 0.03% of their portfolio KENTWOOD, MI 9,3609.4k $467.3k $467.3k 0.03% New
98 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 9,0699.1k $452.8k $452.8k 0.00% New
99 ELEVATION POINT WEALTH PARTNERS, LLC 0.01% of their portfolio DENVER, CO 8,9969.0k $449.2k $449.2k 0.01% New
100 PUREfi Wealth, LLC 0.29% of their portfolio BOSTON, MA 8,8658.9k $442.6k $442.6k 0.29% New