iShares LT National Muni BDLMUBETF

13F holders, Q1 2026 (March 31)
144holders +139
138new positions
1sold out
$49.95avg. 13F price*

At the end of Q1 2026, 144 institutions reported holding iShares LT National Muni BD (LMUB) in their 13F filings, up 139 from Q4 2025. 138 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($599.8M), LPL Financial LLC ($290.2M) and JPMorgan Chase & Co. ($97.8M).

Company
iShares LT National Muni BD
CUSIP
46438G448
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2025: 2Q1 2025Q2 2025: 4Q2 2025Q3 2025: 7Q3 2025Q4 2025: 5Q4 2025Q1 2026: 144Q1 2026Q2 2026: 184Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions138$1.6B
Exits1$283K

All 13F filers, Q4 2025 → Q1 2026: 31,661,101 shares bought and 77,979 shares sold, net +31,583,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 144 holders

Envestnet Asset Management Inc. 0.16% New 12,013,761 $599.8M
LPL Financial LLC 0.08% New 5,812,359 $290.2M
JPMorgan Chase & Co. 0.01% New 1,962,505 $97.8M
Morgan Stanley 0.00% New 1,409,170 $70.4M
MML Investors Services, LLC 0.16% New 1,187,412 $59.3M
Cetera Investment Advisers 0.06% New 1,130,875 $56.5M
Park Avenue Securities LLC 0.43% New 1,107,507 $55.3M
Envestnet Portfolio Solutions, Inc. 0.23% New 816,931 $40.8M
KM Capital Management Ltd. 13.95% New 411,226 $20.7M
Sanctuary Advisors, LLC 0.09% New 327,024 $16.3M
Icon Wealth Advisors, LLC 0.96% New 293,216 $14.9M
Foundations Investment Advisors, LLC 0.16% New 257,739 $12.9M
BlackRock, Inc. 0.00% Reduce -20.5% 256,048 $12.8M
One Wealth Advisors, LLC 1.52% New 243,858 $12.2M
Jane Street Group, LLC 0.01% New 211,325 $10.6M
OneDigital Investment Advisors LLC 0.10% New 207,877 $10.4M
Stifel Financial Corp. 0.01% New 183,495 $9.2M
Buttonwood Financial Group, LLC 5.62% New 183,054 $9.1M
Detalus Advisors, LLC 1.90% New 166,954 $8.3M
Orion Porfolio Solutions, LLC 0.07% New 160,535 $8.0M
Manhattan West Asset Management, LLC 1.55% Add +168.4% 158,388 $7.9M
Cwm, LLC 0.02% New 152,220 $7.6M
Bank of New York Mellon Corp 0.00% New 148,075 $7.4M
Tyche Wealth Partners LLC 0.98% New 127,929 $6.4M
Watershed Private Wealth LLC 1.98% New 127,016 $6.3M
Atlatl Advisers LLC 4.66% New 125,775 $6.3M
Kelly Financial Services LLC 1.44% New 119,658 $6.0M
Savvy Advisors, Inc. 0.14% New 106,898 $5.3M
Thrivent Financial for Lutherans 0.01% New 101,206 $5.0M
Seeds Investor LLC 0.63% New 91,318 $4.6M
Atria Investments, Inc 0.05% New 87,141 $4.4M
Wealth Alliance, LLC 0.41% New 82,376 $4.1M
Kestra Advisory Services, LLC 0.02% New 81,952 $4.1M
Advyzon Investment Management, LLC 0.34% New 76,765 $3.8M
Steward Partners Investment Advisory, LLC 0.02% New 76,654 $3.8M
One Wealth Capital Management, LLC 1.66% New 74,907 $3.8M
Keebeck Wealth Management 0.41% New 72,825 $3.6M
ONE Advisory Partners, LLC 1.11% New 72,398 $3.6M
Diversify Wealth Management, LLC 0.06% New 70,274 $3.6M
May Hill Capital, LLC 0.87% New 69,026 $3.4M
LiftPoint Family Wealth Advisors LLC 2.72% New 65,692 $3.3M
Triad Wealth Partners, LLC 0.25% New 64,256 $3.2M
JB Capital LLC 0.13% New 64,121 $3.2M
HighTower Advisors, LLC 0.00% Add +111.6% 61,048 $3.0M
MLG Wealth Management DBA Pine Grove Financial Group 0.32% New 54,927 $2.7M
WealthShield Partners, LLC 0.29% New 51,337 $2.6M
EFG International AG 0.06% New 50,899 $2.5M
True Vision MN LLC 1.21% New 47,072 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% New 46,040 $2.3M
Theory Financial LLC 0.66% New 37,773 $1.9M
World Investment Advisors 0.03% New 35,662 $1.8M
Cornerstone Planning Group LLC 0.22% New 33,337 $1.7M
CreativeOne Wealth, LLC 0.04% New 33,724 $1.7M
Strategic Blueprint, LLC 0.09% New 31,410 $1.6M
Apeiron RIA LLC 0.36% New 30,905 $1.5M
Verus Capital Partners, LLC 0.10% New 30,518 $1.5M
Ashton Thomas Private Wealth, LLC 0.03% New 29,113 $1.5M
Conquis Financial LLC 1.18% Reduce -18.7% 27,900 $1.4M
Principal Securities, Inc. 0.02% New 28,019 $1.4M
Gen-Wealth Partners Inc 0.43% New 27,380 $1.4M
SMART Wealth LLC 0.40% New 27,110 $1.4M
Benjamin Edwards Inc. 0.01% New 26,739 $1.3M
Farther Finance Advisors, LLC 0.01% New 24,244 $1.2M
Advisory Services Network, LLC 0.02% New 24,116 $1.2M
Able Wealth Management LLC 0.31% New 23,553 $1.2M
&partners 0.01% New 22,082 $1.1M
Wedbush Securities Inc. 0.03% New 21,851 $1.1M
Mayflower Financial Advisors, LLC 0.13% New 21,828 $1.1M
Redwood Investment Management, LLC 0.13% New 21,734 $1.1M
Commonwealth Equity Services, LLC 0.00% New 21,041 $1.1M
Osaic Holdings, Inc. 0.00% New 20,833 $1.0M
Mgo One Seven LLC 0.02% New 20,663 $1.0M
Core Wealth Advisors, LLC 0.77% New 20,091 $1.0M
Retirement Wealth Solutions LLC 0.59% New 18,892 $943K
SigFig Wealth Management, LLC 0.03% New 18,613 $929K
Aspire Private Capital, LLC 0.21% New 18,570 $927K
Sovran Advisors, LLC 0.07% New 18,005 $913K
CFS Investment Advisory Services, LLC 0.06% New 17,025 $866K
TSA Wealth Managment LLC 0.27% New 16,906 $844K
Modern Wealth Management, LLC 0.01% New 16,643 $835K
Simplicity Wealth,LLC 0.04% New 15,582 $778K
Polaris Investment Advisors, LLC 0.53% New 14,628 $730K
Cypress Wealth Services, LLC 0.10% New 14,226 $710K
LifePlan Investment Advisors, Inc. 0.27% New 13,759 $687K
Cary Street Partners Investment Advisory LLC 0.18% New 13,750 $687K
Archer Investment Management, LLC 0.28% New 13,555 $677K
Shared Vision Wealth Group LLC 0.27% New 13,473 $673K
Private Advisor Group, LLC 0.00% New 12,423 $620K
NewEdge Advisors, LLC 0.00% New 11,775 $588K
Vantage Point Financial LLC 0.20% New 11,465 $572K
Sharkey, Howes & Javer 0.08% New 11,443 $571K
Richmond Investment Services, LLC 0.09% New 11,276 $563K
AE Wealth Management LLC 0.00% New 10,640 $531K
RCS Financial Planning, LLC 0.25% New 9,773 $488K
Ewa, LLC 0.11% New 9,758 $487K
Integrated Advisors Network LLC 0.02% New 9,509 $475K
Cerity Partners LLC 0.00% New 9,393 $469K
Regal Investment Advisors LLC 0.03% New 9,360 $467K
Assetmark, Inc. 0.00% New 9,069 $453K
Elevation Point Wealth Partners, LLC 0.01% New 8,996 $449K

"% of holder's portfolio" is LMUB's weight in each manager's 13F, not the share of iShares LT National Muni BD the manager owns.

Show all 144 holders