Vault-13

ISHARES TR LMUB

LONG TERM MUNI · ETP · CUSIP 46438G448

183 institutional holders +40 vs Q1 2026
37,349,29937.3m shares reported held*
$1.9bnreported value*
48 new 111 added 11 reduced 10 sold out net bought ≈ $288.0m (+5.6m 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 ($4.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.21.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q1 25: 3Q2 25: 5Q3 25: 7Q4 25: 5Q1 26: 143Q2 26: 183183Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20253
Q2 20255
Q3 20257
Q4 20255
Q1 2026143
Q2 2026183

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 26Q2 26: 159 bought or addedQ2 26: 21 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 202512
Q3 202560
Q4 202523
Q1 20261393
Q2 202615921

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +872,969+873.0k
JPMORGAN CHASE & CO Added +833,369+833.4k
LPL Financial LLC Added +824,723+824.7k
Vise Technologies, Inc. New +356,058+356.1k
MML INVESTORS SERVICES, LLC Added +329,982+330.0k
MORGAN STANLEY Added +220,574+220.6k
Sanctuary Advisors, LLC Added +186,433+186.4k
OneDigital Investment Advisors LLC Added +97,568+97.6k
One Wealth Advisors, LLC Added +92,491+92.5k
Diversify Advisory Services, LLC New +87,187+87.2k

Biggest sellers

JANE STREET GROUP, LLC Reduced -88,883-88.9k
Advyzon Investment Management, LLC Reduced -24,591-24.6k
Archer Investment Management, LLC Sold out -13,555-13.6k
Private Advisor Group, LLC Sold out -12,423-12.4k
Richmond Investment Services, LLC Sold out -11,276-11.3k
CONQUIS FINANCIAL LLC Reduced -9,468-9.5k
Corient Private Wealth LP Sold out -7,600-7.6k
WATERSHED PRIVATE WEALTH LLC Reduced -6,566-6.6k
FLOW TRADERS U.S. LLC Sold out -5,659-5.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -5,505-5.5k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.16% of their portfolio Berwyn, PA 12,886,73012.9m $660.1m $660.1m 0.16% Added +873.0k +872,969
2 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 6,637,0826.6m $340.0m $340.0m 0.08% Added +824.7k +824,723
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,795,8742.8m $143.2m $143.2m 0.01% Added +833.4k +833,369
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,629,7441.6m $83.5m $83.5m 0.00% Added +220.6k +220,574
5 MML INVESTORS SERVICES, LLC 0.16% of their portfolio SPRINGFIELD, MA 1,517,3941.5m $77.7m $77.7m 0.16% Added +330.0k +329,982
6 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,198,2911.2m $61.4m $61.4m 0.06% Added +67.4k +67,416
7 PARK AVENUE SECURITIES LLC 0.37% of their portfolio NEW YORK, NY 1,163,8871.2m $59.6m $59.6m 0.37% Added +56.4k +56,380
8 Envestnet Portfolio Solutions, Inc. 0.22% of their portfolio BERWYN, PA 883,578883.6k $45.3m $45.3m 0.22% Added +66.6k +66,647
9 Sanctuary Advisors, LLC 0.12% of their portfolio INDIANAPOLIS, IN 513,457513.5k $26.3m $26.3m 0.12% Added +186.4k +186,433
10 KM Capital Management Ltd. 10.65% of their portfolio AUSTIN, TX 442,423442.4k $22.7m $22.7m 10.65% Added +31.2k +31,197
11 Vise Technologies, Inc. 0.21% of their portfolio NEW YORK, NY 356,058356.1k $18.2m $18.2m 0.21% New
12 Foundations Investment Advisors, LLC 0.18% of their portfolio PHOENIX, AZ 341,310341.3k $17.5m $17.5m 0.18% Added +83.6k +83,571
13 One Wealth Advisors, LLC 1.90% of their portfolio SAN FRANCISCO, CA 336,349336.3k $17.2m $17.2m 1.90% Added +92.5k +92,491
14 OneDigital Investment Advisors LLC 0.13% of their portfolio OVERLAND PARK, KS 305,445305.4k $15.6m $15.6m 0.13% Added +97.6k +97,568
15 Icon Wealth Advisors, LLC 0.94% of their portfolio HOUSTON, TX 303,512303.5k $15.5m $15.5m 0.94% Added +10.3k +10,296
16 BlackRock, Inc. 0.00% of their portfolio New York, NY 256,048256.0k $13.1m $13.1m 0.00% Unchanged
17 Manhattan West Asset Management, LLC 1.77% of their portfolio Los Angeles, CA 206,883206.9k $10.6m $10.6m 1.77% Added +48.5k +48,495
18 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 202,598202.6k $10.4m $10.4m 0.01% Added +19.1k +19,103
19 Buttonwood Financial Group, LLC 5.72% of their portfolio Kansas City, MO 195,270195.3k $10.0m $10.0m 5.72% Added +12.2k +12,216
20 Detalus Advisors, LLC 1.95% of their portfolio ST. LOUIS, MO 195,227195.2k $10.0m $10.0m 1.95% Added +28.3k +28,273
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 176,327176.3k $9.0m $9.0m 0.00% Added +28.3k +28,252
22 Orion Porfolio Solutions, LLC 0.07% of their portfolio OMAHA, NE 173,943173.9k $8.9m $8.9m 0.07% Added +13.4k +13,408
23 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 166,629166.6k $8.5m $8.5m 0.03% Added +84.7k +84,677
24 Tyche Wealth Partners LLC 1.11% of their portfolio PLANO, TX 154,916154.9k $7.9m $7.9m 1.11% Added +27.0k +26,987
25 Kelly Financial Services LLC 1.44% of their portfolio BRAINTREE, MA 131,465131.5k $6.7m $6.7m 1.44% Added +11.8k +11,807
26 Atlatl Advisers LLC 1.56% of their portfolio MADISON, WI 128,359128.4k $6.6m $6.6m 1.56% Added +2.6k +2,584
27 ONE WEALTH CAPITAL MANAGEMENT, LLC 1.85% of their portfolio SCOTTSDALE, AZ 127,065127.1k $6.5m $6.5m 1.85% Added +52.2k +52,158
28 Savvy Advisors, Inc. 0.14% of their portfolio NEW YORK, NY 124,535124.5k $6.4m $6.4m 0.14% Added +17.6k +17,637
29 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 122,442122.4k $6.3m $6.3m 0.00% Reduced -88.9k -88,883
30 WATERSHED PRIVATE WEALTH LLC 1.74% of their portfolio Oak Brook, IL 120,450120.5k $6.2m $6.2m 1.74% Reduced -6.6k -6,566
31 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 115,023115.0k $5.9m $5.9m 0.01% Added +13.8k +13,817
32 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 110,326110.3k $5.7m $5.7m 0.04% Added +86.1k +86,082
33 May Hill Capital, LLC 1.07% of their portfolio COHASSET, MA 99,64499.6k $5.1m $5.1m 1.07% Added +30.6k +30,618
34 Keebeck Wealth Management 0.49% of their portfolio Chicago, IL 97,03497.0k $5.0m $5.0m 0.49% Added +24.2k +24,209
35 SEEDS INVESTOR LLC 0.51% of their portfolio NEW YORK, NY 96,61596.6k $4.9m $4.9m 0.51% Added +5.3k +5,297
36 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 95,73295.7k $4.9m $4.9m 0.05% Added +8.6k +8,591
37 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 95,49895.5k $4.9m $4.9m 0.01% Added +49.5k +49,458
38 ONE Advisory Partners, LLC 1.29% of their portfolio OVERLAND PARK, KS 92,81392.8k $4.8m $4.8m 1.29% Added +20.4k +20,415
39 JB Capital LLC 0.16% of their portfolio WETHERSFIELD, CT 88,35688.4k $4.5m $4.5m 0.16% Added +24.2k +24,235
40 Diversify Advisory Services, LLC 0.07% of their portfolio SANDY, UT 87,18787.2k $4.3m $4.3m 0.07% New
41 DIVERSIFY WEALTH MANAGEMENT, LLC 0.07% of their portfolio SANDY, UT 87,18787.2k $4.3m $4.3m 0.07% Added +16.9k +16,913
42 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 86,17686.2k $4.4m $4.4m 0.02% Added +9.5k +9,522
43 Plancorp, LLC 0.11% of their portfolio SAINT LOUIS, MO 85,46085.5k $4.3m $4.3m 0.11% New
44 WEALTH ALLIANCE, LLC 0.36% of their portfolio MELLVILLE, NY 82,84382.8k $4.2m $4.2m 0.36% Added +467 +467
45 LiftPoint Family Wealth Advisors LLC 2.48% of their portfolio FAR HILLS, NJ 71,31671.3k $3.7m $3.7m 2.48% Added +5.6k +5,624
46 Able Wealth Management LLC 0.81% of their portfolio Toms River, NJ 69,01669.0k $3.5m $3.5m 0.81% Added +45.5k +45,463
47 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 68,84368.8k $3.5m $3.5m 0.00% Added +7.8k +7,795
48 SMART Wealth LLC 0.76% of their portfolio Omaha, NE 68,46468.5k $3.5m $3.5m 0.76% Added +41.4k +41,354
49 Triad Wealth Partners, LLC 0.20% of their portfolio LAWRENCE, KS 67,85967.9k $3.4m $3.4m 0.20% Added +3.6k +3,603
50 Ashton Thomas Private Wealth, LLC 0.07% of their portfolio SCOTTSDALE, AZ 65,01765.0k $3.3m $3.3m 0.07% Added +35.9k +35,904
51 EFG International AG 0.06% of their portfolio Zurich, V8 62,18762.2k $3.2m $3.2m 0.06% Added +11.3k +11,288
52 Strategic Blueprint, LLC 0.16% of their portfolio ATLANTA, GA 62,15662.2k $3.2m $3.2m 0.16% Added +30.7k +30,746
53 WealthShield Partners, LLC 0.45% of their portfolio CARY, NC 57,17657.2k $2.9m $2.9m 0.45% Added +5.8k +5,839
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 53,12953.1k $2.7m $2.7m 0.00% Added +32.3k +32,296
55 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 52,18452.2k $2.7m $2.7m 0.00% Added +31.1k +31,143
56 Advyzon Investment Management, LLC 0.19% of their portfolio LISLE, IL 52,17452.2k $2.7m $2.7m 0.19% Reduced -24.6k -24,591
57 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 51,26151.3k $2.6m $2.6m 0.01% Added +39.5k +39,486
58 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 48,30048.3k $2.5m $2.5m 0.02% New
59 THEORY FINANCIAL LLC 0.63% of their portfolio FORT COLLINS, CO 38,96339.0k $2.0m $2.0m 0.63% Added +1.2k +1,190
60 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 37,91737.9k $1.9m $1.9m 0.00% New
61 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 37,53737.5k $1.9m $1.9m 0.04% Added +3.8k +3,813
62 Sovran Advisors, LLC 0.14% of their portfolio SAN DIEGO, CA 36,94636.9k $1.8m $1.8m 0.14% Added +18.9k +18,941
63 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 36,22036.2k $1.8m $1.8m 0.03% Added +558 +558
64 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 35,38135.4k $1.8m $1.8m 0.03% Added +14.7k +14,718
65 Cornerstone Planning Group LLC 0.22% of their portfolio FAIRFIELD, NJ 34,88834.9k $1.7m $1.7m 0.22% Added +1.6k +1,551
66 ELEVATION POINT WEALTH PARTNERS, LLC 0.03% of their portfolio DENVER, CO 34,39934.4k $1.8m $1.8m 0.03% Added +25.4k +25,403
67 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 33,60133.6k $1.7m $1.7m 0.02% Added +5.6k +5,582
68 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 32,64032.6k $1.8m $1.8m 0.01% Added +10.6k +10,558
69 VERUS CAPITAL PARTNERS, LLC 0.09% of their portfolio SCOTTSDALE, AZ 31,42131.4k $1.6m $1.6m 0.09% Added +903 +903
70 Gen-Wealth Partners Inc 0.44% of their portfolio ZEELAND, MI 30,97931.0k $1.6m $1.6m 0.44% Added +3.6k +3,599
71 Apeiron RIA LLC 0.41% of their portfolio Dallas, TX 30,87030.9k $1.6m $1.6m 0.41% Reduced -35 -35
72 TSA Wealth Managment LLC 0.41% of their portfolio HOUSTON, TX 28,53428.5k $1.5m $1.5m 0.41% Added +11.6k +11,628
73 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 27,95828.0k $1.4m $1.4m 0.02% Added +3.8k +3,842
74 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 27,70227.7k $1.4m $1.4m 0.01% Added +963 +963
75 Redwood Investment Management, LLC 0.14% of their portfolio SCOTTSDALE, AZ 27,55827.6k $1.4m $1.4m 0.14% Added +5.8k +5,824
76 Retirement Wealth Solutions LLC 0.75% of their portfolio MARSHFIELD, WI 26,53926.5k $1.4m $1.4m 0.75% Added +7.6k +7,647
77 Mayflower Financial Advisors, LLC 0.11% of their portfolio BOSTON, MA 25,62325.6k $1.3m $1.3m 0.11% Added +3.8k +3,795
78 Shared Vision Wealth Group LLC 0.43% of their portfolio CARLSBAD, X1 24,44424.4k $1.3m $1.3m 0.43% Added +11.0k +10,971
79 Polaris Investment Advisors, LLC 0.76% of their portfolio FRAMINGHAM, MA 23,30423.3k $1.2m $1.2m 0.76% Added +8.7k +8,676
80 Aspire Private Capital, LLC 0.25% of their portfolio Cornelius, NC 23,14523.1k $1.2m $1.2m 0.25% Added +4.6k +4,575
81 WEDBUSH SECURITIES INC 0.03% of their portfolio PASADENA, CA 21,85121.9k $1.1m $1.1m 0.03% Unchanged
82 EQ LLC 0.27% of their portfolio BELLEVUE, WA 21,66821.7k $1.1m $1.1m 0.27% New
83 SigFig Wealth Management, LLC 0.03% of their portfolio SAN FRANCISCO, CA 20,59120.6k $1.1m $1.1m 0.03% Added +2.0k +1,978
84 CORE WEALTH ADVISORS, LLC 0.77% of their portfolio INDIANAPOLIS, IN 20,45920.5k $1.0m $1.0m 0.77% Added +368 +368
85 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 19,98620.0k $1.0m $1.0m 0.01% Added +18.5k +18,467
86 PFG Advisors 0.05% of their portfolio Phoenix, AZ 19,52819.5k $1.0m $1.0m 0.05% New
87 Redhawk Wealth Advisors, Inc. 0.10% of their portfolio MINNEAPOLIS, MN 18,85518.9k $965.7k $965.7k 0.10% New
88 CONQUIS FINANCIAL LLC 0.76% of their portfolio MILBRAE, CA 18,43218.4k $944.1k $944.1k 0.76% Reduced -9.5k -9,468
89 Cypress Wealth Services, LLC 0.12% of their portfolio PALM DESERT, CA 18,31218.3k $937.9k $937.9k 0.12% Added +4.1k +4,086
90 CFS Investment Advisory Services, LLC 0.06% of their portfolio TOTOWA, NJ 18,18918.2k $930.9k $930.9k 0.06% Added +1.2k +1,164
91 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 17,40617.4k $891.5k $891.5k 0.01% Added +763 +763
92 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 16,81116.8k $861.1k $861.1k 0.03% Added +1.2k +1,229
93 LifePlan Investment Advisors, Inc. 0.30% of their portfolio RALEIGH, NC 16,78716.8k $859.8k $859.8k 0.30% Added +3.0k +3,028
94 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 16,61716.6k $851.1k $851.1k 0.00% Added +6.0k +5,977
95 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 16,34416.3k $837.1k $837.1k 0.00% Added +11.8k +11,773
96 Balefire, LLC 0.14% of their portfolio DALLAS, TX 16,31816.3k $835.8k $835.8k 0.14% New
97 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 16,14816.1k $827.1k $827.1k 0.00% Added +6.8k +6,755
98 Regal Investment Advisors LLC 0.04% of their portfolio KENTWOOD, MI 15,01415.0k $769.0k $769.0k 0.04% Added +5.7k +5,654
99 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 14,91614.9k $764.0k $764.0k 0.02% New
100 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 14,28014.3k $731.5k $731.5k 0.00% Added +6.0k +6,038