LMUB Institutional Ownership
iShares Long-Term National Muni Bond ETF
1W: -0.5%
1M: -4.7%
3M: -9.4%
YTD: -7.6%
1Y: -6.1%
$46.36
-0.34 (-0.73%)
Weekly Expected Move ±1.3%
$45
$46
$46
$47
$48
Overview
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Holdings
Changes
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Institutional Ownership — LMUB
194
Institutional Holders
+48 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
51
New Positions
113
Increased
21
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (197 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 12,886,730 | 597M | +872,969 | +7.3% | 2Q | SEC ↗ |
| 2 | LPL Financial LLC | 6,637,082 | 308M | +824,723 | +14.2% | 2Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 2,795,874 | 130M | +833,369 | +42.5% | 2Q | SEC ↗ |
| 4 | MORGAN STANLEY | 1,629,744 | 76M | +220,574 | +15.7% | 2Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 1,517,394 | 70M | +329,982 | +27.8% | 2Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 1,198,291 | 56M | +67,416 | +6.0% | 2Q | SEC ↗ |
| 7 | PARK AVENUE SECURITIES LLC | 1,163,887 | 54M | +56,380 | +5.1% | 2Q | SEC ↗ |
| 8 | Envestnet Portfolio Solutions, Inc. | 883,578 | 41M | +66,647 | +8.2% | 2Q | SEC ↗ |
| 9 | Sanctuary Advisors, LLC | 513,457 | 24M | +186,433 | +57.0% | 2Q | SEC ↗ |
| 10 | KM Capital Management Ltd. | 442,423 | 21M | +31,197 | +7.6% | 2Q | SEC ↗ |
| 11 | Vise Technologies, Inc. NEW | 356,058 | 17M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Foundations Investment Advisors, LLC | 341,310 | 16M | +83,571 | +32.4% | 2Q | SEC ↗ |
| 13 | One Wealth Advisors, LLC | 336,349 | 16M | +92,491 | +37.9% | 2Q | SEC ↗ |
| 14 | OneDigital Investment Advisors LLC | 305,445 | 14M | +97,568 | +46.9% | 2Q | SEC ↗ |
| 15 | Icon Wealth Advisors, LLC | 303,512 | 14M | +10,296 | +3.5% | 2Q | SEC ↗ |
| 16 | BlackRock, Inc. | 256,048 | 12M | — | +0.0% | 6Q | SEC ↗ |
| 17 | Manhattan West Asset Management, LLC | 206,883 | 10M | +48,495 | +30.6% | 4Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 202,598 | 9M | +19,103 | +10.4% | 2Q | SEC ↗ |
| 19 | Buttonwood Financial Group, LLC | 195,270 | 9M | +12,216 | +6.7% | 2Q | SEC ↗ |
| 20 | Detalus Advisors, LLC | 195,227 | 9M | +28,273 | +16.9% | 2Q | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 176,327 | 8M | +28,252 | +19.1% | 2Q | SEC ↗ |
| 22 | Orion Porfolio Solutions, LLC | 173,943 | 8M | +13,408 | +8.4% | 2Q | SEC ↗ |
| 23 | Kestra Advisory Services, LLC | 166,629 | 8M | +84,677 | +103.3% | 2Q | SEC ↗ |
| 24 | Tyche Wealth Partners LLC | 154,916 | 7M | +26,987 | +21.1% | 2Q | SEC ↗ |
| 25 | CWM, LLC NEW | 152,220 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Kelly Financial Services LLC | 131,465 | 6M | +11,807 | +9.9% | 2Q | SEC ↗ |
| 27 | Atlatl Advisers LLC | 128,359 | 6M | +2,584 | +2.1% | 2Q | SEC ↗ |
| 28 | ONE WEALTH CAPITAL MANAGEMENT, LLC | 127,065 | 6M | +52,158 | +69.6% | 2Q | SEC ↗ |
| 29 | Savvy Advisors, Inc. | 124,535 | 6M | +17,637 | +16.5% | 2Q | SEC ↗ |
| 30 | JANE STREET GROUP, LLC | 122,442 | 6M | -88,883 | -42.1% | 2Q | SEC ↗ |
| 31 | WATERSHED PRIVATE WEALTH LLC | 120,450 | 6M | -6,566 | -5.2% | 2Q | SEC ↗ |
| 32 | Thrivent Financial for Lutherans | 115,023 | 5M | +13,817 | +13.7% | 2Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 110,326 | 5M | +86,082 | +355.1% | 2Q | SEC ↗ |
| 34 | May Hill Capital, LLC | 99,644 | 5M | +30,618 | +44.4% | 2Q | SEC ↗ |
| 35 | Keebeck Wealth Management | 97,034 | 4M | +24,209 | +33.2% | 2Q | SEC ↗ |
| 36 | SEEDS INVESTOR LLC | 96,615 | 4M | +5,297 | +5.8% | 2Q | SEC ↗ |
| 37 | MLG Wealth Management DBA Pine Grove F | 96,086 | 4M | +41,159 | +74.9% | 2Q | SEC ↗ |
| 38 | Atria Investments, Inc | 95,732 | 4M | +8,591 | +9.9% | 2Q | SEC ↗ |
| 39 | ONE Advisory Partners, LLC | 92,813 | 4M | +20,415 | +28.2% | 2Q | SEC ↗ |
| 40 | JB Capital LLC | 88,356 | 4M | +24,235 | +37.8% | 2Q | SEC ↗ |
| 41 | DIVERSIFY WEALTH MANAGEMENT, LLC | 87,187 | 4M | +16,913 | +24.1% | 2Q | SEC ↗ |
| 42 | Diversify Advisory Services, LLC NEW | 87,187 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 86,176 | 4M | +9,522 | +12.4% | 2Q | SEC ↗ |
| 44 | Plancorp, LLC NEW | 85,460 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 45 | WEALTH ALLIANCE, LLC | 82,843 | 4M | +467 | +0.6% | 2Q | SEC ↗ |
| 46 | LiftPoint Family Wealth Advisors LLC | 71,316 | 3M | +5,624 | +8.6% | 2Q | SEC ↗ |
| 47 | Able Wealth Management LLC | 69,016 | 3M | +45,463 | +193.0% | 2Q | SEC ↗ |
| 48 | HighTower Advisors, LLC | 68,843 | 3M | +7,795 | +12.8% | 5Q | SEC ↗ |
| 49 | SMART Wealth LLC | 68,464 | 3M | +41,354 | +152.5% | 2Q | SEC ↗ |
| 50 | Triad Wealth Partners, LLC | 67,859 | 3M | +3,603 | +5.6% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 356,058 | 17M |
| CWM, LLC | 152,220 | 7M |
| Diversify Advisory Services, LLC | 87,187 | 4M |
| Plancorp, LLC | 85,460 | 4M |
| Vestmark Advisory Solutions, Inc. | 48,300 | 2M |
| True Vision MN LLC | 47,072 | 2M |
| MERCER GLOBAL ADVISORS INC /ADV | 37,917 | 2M |
| EQ LLC | 21,668 | 1M |
| PFG Advisors | 19,528 | 905K |
| Redhawk Wealth Advisors, Inc. | 18,855 | 874K |
| Balefire, LLC | 16,318 | 757K |
| Sigma Planning Corp | 14,916 | 692K |
| ZENITH SOLUTIONS, INC. | 13,943 | 646K |
| OLD MISSION CAPITAL LLC | 13,937 | 646K |
| Tower Research Capital LLC (TRC) | 12,617 | 585K |
| Maia Wealth LLC | 9,821 | 455K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 8,246 | 382K |
| ISLAY CAPITAL MANAGEMENT, LLC | 7,798 | 362K |
| Elequin Capital, LP | 7,719 | 358K |
| Global Retirement Partners, LLC | 7,712 | 358K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Archer Investment Management, LLC | 13,555 | 628K |
| Private Advisor Group, LLC | 12,423 | 576K |
| Richmond Investment Services, LLC | 11,276 | 523K |
| FLOW TRADERS U.S. LLC | 5,659 | 262K |
| WHITTIER TRUST CO | 5,607 | 260K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,505 | 255K |
| Gateway Wealth Partners, LLC | 4,844 | 225K |
| Merkkuri Wealth Advisors LLC | 2,800 | 130K |
| Indiana Trust & Investment Manageme | 1,750 | 81K |
| UBS Group AG | 115 | 5K |
Biggest Increases (20)
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -88,883 | -42.1% | 122,442 |
| Advyzon Investment Management, LLC | -24,591 | -32.0% | 52,174 |
| CONQUIS FINANCIAL LLC | -9,468 | -33.9% | 18,432 |
| WATERSHED PRIVATE WEALTH LLC | -6,566 | -5.2% | 120,450 |
| Corient Private Wealth LP | -1,600 | -21.1% | 6,000 |
| Walser Wealth Management Company, A | -1,415 | -23.3% | 4,659 |
| ASSETMARK, INC | -1,012 | -11.2% | 8,057 |
| Raleigh Capital Management Inc. | -919 | -22.4% | 3,178 |
| C2P Capital Advisory Group, LLC d.b | -191 | -2.8% | 6,753 |
| TRANSCEND CAPITAL ADVISORS, LLC | -169 | -3.0% | 5,495 |
| Roan Capital Partners | -156 | -3.3% | 4,565 |
| Apeiron RIA LLC | -35 | -0.1% | 30,870 |