Who Owns ISHARES TR (LMUB)? -- Institutional Holders (2026-03-31)

145 institutions reported holding $1.60B of ISHARES TR (LMUB) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($599.8M), LPL Financial LLC ($290.2M), JPMORGAN CHASE & CO ($97.8M), MORGAN STANLEY ($70.4M), MML INVESTORS SERVICES, LLC ($59.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$599.8M12.0MNew
2LPL Financial LLC$290.2M5.8MNew
3JPMORGAN CHASE & CO$97.8M2.0MNew
4MORGAN STANLEY$70.4M1.4MNew
5MML INVESTORS SERVICES, LLC$59.3M1.2MNew
6Cetera Investment Advisers$56.5M1.1MNew
7PARK AVENUE SECURITIES LLC$55.3M1.1MNew
8Envestnet Portfolio Solutions, Inc.$40.8M816,931New
9KM Capital Management Ltd.$20.7M411,226New
10Sanctuary Advisors, LLC$16.3M327,024New
11Icon Wealth Advisors, LLC$14.9M293,216New
12Foundations Investment Advisors, LLC$12.9M257,739New
13BlackRock, Inc.$12.8M256,048Trimmed
14One Wealth Advisors, LLC$12.2M243,858New
15JANE STREET GROUP, LLC$10.6M211,325New
16OneDigital Investment Advisors LLC$10.4M207,877New
17STIFEL FINANCIAL CORP$9.2M183,495New
18Buttonwood Financial Group, LLC$9.1M183,054New
19Detalus Advisors, LLC$8.3M166,954New
20Orion Porfolio Solutions, LLC$8.0M160,535New
21Manhattan West Asset Management, LLC$7.9M158,388Added
22CWM, LLC$7.6M152,220New
23Bank of New York Mellon Corp$7.4M148,075New
24Tyche Wealth Partners LLC$6.4M127,929New
25WATERSHED PRIVATE WEALTH LLC$6.3M127,016New

Source: SEC Form 13F filings · as of 2026-03-31