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Ishares LT National Muni BD (LMUB)

CUSIP: 46438G448 | NYSE | 214 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Park Avenue Securities LLC976,060
0.0% of portfolio›$45.4K
Vise Technologies, Inc.498,104
0.2% of portfolio›$23.2M
Kestra Advisory Services, LLC180,709
0.0% of portfolio›$8.4M
Diversified Portfolios, Inc.153,505
0.5% of portfolio›$7.1M
Bank of New York Mellon Corp146,322
0.0% of portfolio›$6.8M
Atlatl Advisers LLC114,150
1.2% of portfolio›$5.3M
Diversify Wealth Management, LLC113,139
0.1% of portfolio›$5.3M
Diversify Advisory Services, LLC113,139
0.1% of portfolio›$5.3M
Watershed Private Wealth LLC106,428
1.3% of portfolio›$4.9M
Thrivent Financial for Lutherans106,175
0.0% of portfolio›$5.0M
Kelly Financial Services LLC97,558
1.0% of portfolio›$4.5M
May Hill Capital, LLC94,597
0.9% of portfolio›$4.4M
Able Wealth Management LLC85,757
0.9% of portfolio›$4.0M
JB Capital LLC81,964
0.1% of portfolio›$3.8M
Atria Investments, Inc81,188
0.0% of portfolio›$3.8M
One Wealth Capital Management, LLC67,620
1.2% of portfolio›$3.1M
MLG Wealth Management DBA Pine Grove Financial Group65,685
0.3% of portfolio›$3.1M
Commonwealth Equity Services, LLC62,597
0.0% of portfolio›$2.9M
Ashton Thomas Private Wealth, LLC60,486
0.1% of portfolio›$2.8M
One Advisory Partners, LLC59,956
0.8% of portfolio›$2.8M
Detalus Advisors, LLC56,257
0.5% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.55,677
0.0% of portfolio›$2.6K
Wealth Enhancement Advisory Services, LLC54,214
0.0% of portfolio›$2.5M
Smart Wealth LLC54,158
0.5% of portfolio›$2.5M
Plancorp, LLC46,393
0.1% of portfolio›$2.2M
Farther Finance Advisors, LLC44,234
0.0% of portfolio›$2.1M
Triad Wealth Partners, LLC33,476
0.1% of portfolio›$1.6M
Sovran Advisors, LLC32,831
0.1% of portfolio›$1.6M
LiftPoint Family Wealth Advisors LLC32,586
1.0% of portfolio›$1.5M
Cornerstone Planning Group LLC31,659
0.2% of portfolio›$1.5M
Elevation Point Wealth Partners, LLC30,088
0.0% of portfolio›$1.4M
Apeiron RIA LLC26,680
0.3% of portfolio›$1.2M
CV Advisors LLC25,980
0.2% of portfolio›$1.2M
Verus Capital Partners, LLC25,542
0.1% of portfolio›$1.2M
Legacy Advisory Services, LLC24,608
0.8% of portfolio›$1.1M
Gen-Wealth Partners Inc23,886
0.3% of portfolio›$1.1M
Simplicity Wealth,LLC23,822
0.0% of portfolio›$1.1M
Strategic Blueprint, LLC23,517
0.1% of portfolio›$1.1M
PFG Advisors21,612
0.1% of portfolio›$1.0M
Core Wealth Advisors, LLC21,324
0.7% of portfolio›$991.8K
Balefire, LLC20,312
0.1% of portfolio›$944.7K
Aspire Private Capital, LLC19,157
0.2% of portfolio›$891.0K
Westside Investment Management, Inc.17,574
0.1% of portfolio›$817.4K
Polaris Investment Advisors, LLC17,419
0.5% of portfolio›$810.2K
SigFig Wealth Management, LLC17,371
0.0% of portfolio›$807.9K
Wedbush Securities Inc17,303
0.0% of portfolio›$805
MGO One Seven LLC16,140
0.0% of portfolio›$750.7K
Elmwood Wealth Management, Inc.16,025
0.2% of portfolio›$745.3K
Sharkey, Howes & Javer15,800
0.1% of portfolio›$734.9K
Redhawk Wealth Advisors, Inc.15,563
0.1% of portfolio›$723.8K
Maia Wealth LLC13,631
0.1% of portfolio›$634.0K
Sigma Planning Corp13,086
0.0% of portfolio›$608.6K
Stone House Investment Management, LLC12,138
0.1% of portfolio›$564.6K
Cypress Wealth Services, LLC11,724
0.1% of portfolio›$544.9K
Integrated Advisors Network LLC10,255
0.0% of portfolio›$477.0K
Caliber Wealth Management, LLC / KS9,535
0.0% of portfolio›$443.5K
Zenith Solutions, Inc.9,456
0.4% of portfolio›$439.8K
Buttonwood Financial Group, LLC9,041
0.2% of portfolio›$420.2K
Assetmark, Inc9,000
0.0% of portfolio›$418.6K
Fifth Third Bancorp8,818
0.0% of portfolio›$410.1K
Retirement Wealth Solutions LLC8,535
0.2% of portfolio›$397.0K
Islay Capital Management, LLC8,348
0.2% of portfolio›$388.3K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors7,617
0.0% of portfolio›$354.3K
Perigon Wealth Management, LLC7,394
0.0% of portfolio›$343.9K
Aegis Wealth Management, Inc.7,232
0.2% of portfolio›$336.4K
Richard P Slaughter Associates Inc6,531
0.1% of portfolio›$303.8K
Jordan Park Trust Co LLC6,308
0.2% of portfolio›$293.4K
Gilliland Jeter Wealth Management LLC6,173
0.1% of portfolio›$287.1K
Diligent Investors, LLC6,000
0.1% of portfolio›$279.1K
Stirlingshire Investments, Inc.5,433
0.2% of portfolio›$252.7K
Raleigh Capital Management Inc.5,166
0.1% of portfolio›$240.3K
Financial Insights, Inc.5,025
0.1% of portfolio›$233.7K
Kingswood Wealth Advisors, LLC4,964
0.0% of portfolio›$230.9K
Integrity Advisory Solutions, LLC4,825
0.0% of portfolio›$224.4K
Walser Wealth Management Company, A Ltd Liability Co4,759
0.1% of portfolio›$221.3K
Gerber Kawasaki Wealth & Investment Management4,610
0.0% of portfolio›$214.4K
Swmg, LLC4,357
0.0% of portfolio›$208.0K
CoreCap Advisors, LLC3,687
0.0% of portfolio›$171.5K
IFP Advisors, Inc3,596
0.0% of portfolio›$167.3K
JFS Wealth Advisors, LLC1,705
0.0% of portfolio›$79.3K
Ascentis Independent Advisors1,309
0.0% of portfolio›$60.9K
Signature Equity Partners, LLC1,276
0.0% of portfolio›$59.3K
Cape Investment Advisory, Inc.1,152
0.0% of portfolio›$53.6K
Quest 10 Wealth Builders, Inc.728
0.0% of portfolio›$33.9K
Blue Trust, Inc.716
0.0% of portfolio›$33.3K
Mather Group, Llc.688
0.0% of portfolio›$32.0K
Tsfg, LLC472
0.0% of portfolio›$22
Key Capital Management, Inc438
0.0% of portfolio›$20.4K
Silver Grove Financial Group, Inc.356
0.0% of portfolio›$16.6K
EverSource Wealth Advisors, LLC343
0.0% of portfolio›$16.0K
Lloyd Advisory Services, Llc.336
0.0% of portfolio›$15.6K
Private Trust Co NA321
0.0% of portfolio›$14.9K
Creative Financial Designs Inc301
0.0% of portfolio›$14.0K
US Bancorp \de\146
0.0% of portfolio›$6.8K
Montgomery Financial Services LLC27
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Park Avenue Securities LLC
976,060$45.4K0.0%ETFMediumNew York, NY2026-10-26
Vise Technologies, Inc.
498,104$23.2M0.2%IndexLowNew York, NY2026-10-29
Kestra Advisory Services, LLC
180,709$8.4M0.0%CoreLowAustin, TX2026-11-02
Diversified Portfolios, Inc.
153,505$7.1M0.5%ETFLowBloomfield Hills, MI2026-11-04
Bank of New York Mellon Corp
146,322$6.8M0.0%CoreLowNew York, NY2026-11-05
Atlatl Advisers LLC
114,150$5.3M1.2%Agg GrowthHighMadison, WI2026-10-22
Diversify Wealth Management, LLC
113,139$5.3M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
113,139$5.3M0.1%GrowthLowSandy, UT2026-10-20
Watershed Private Wealth LLC
106,428$4.9M1.3%ETFMediumOak Brook, IL2026-10-30
Thrivent Financial for Lutherans
106,175$5.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Kelly Financial Services LLC
97,558$4.5M1.0%ETFMediumBraintree, MA2026-10-20
May Hill Capital, LLC
94,597$4.4M0.9%ETFLowCohasset, MA2026-11-03
Able Wealth Management LLC
85,757$4.0M0.9%ETFMediumToms River, NJ2026-10-13
JB Capital LLC
81,964$3.8M0.1%ETFMediumWethersfield, CT2026-10-19
Atria Investments, Inc
81,188$3.8M0.0%CoreMediumCharlotte, NC2026-10-15
One Wealth Capital Management, LLC
67,620$3.1M1.2%GrowthMediumScottsdale, AZ2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
65,685$3.1M0.3%ETFMediumWoodbury, MN2026-10-13
Commonwealth Equity Services, LLC
62,597$2.9M0.0%ETFLowWaltham, MA2026-11-02
Ashton Thomas Private Wealth, LLC
60,486$2.8M0.1%CoreMediumScottsdale, AZ2026-11-03
One Advisory Partners, LLC
59,956$2.8M0.8%ETFMediumOverland Park, KS2026-10-22
Detalus Advisors, LLC
56,257$2.6M0.5%ETFLowSt. Louis, MO2026-10-15
Cambridge Investment Research Advisors, Inc.
55,677$2.6K0.0%ETFLowFairfield, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
54,214$2.5M0.0%CoreLowPlymouth, MN2026-10-13
Smart Wealth LLC
54,158$2.5M0.5%ETFHighOmaha, NE2026-11-04
Plancorp, LLC
46,393$2.2M0.1%ETFLowSaint Louis, MO2026-11-03
Farther Finance Advisors, LLC
44,234$2.1M0.0%IndexLowSan Francisco, CA2026-10-08
Triad Wealth Partners, LLC
33,476$1.6M0.1%ETFMediumLawrence, KS2026-10-26
Sovran Advisors, LLC
32,831$1.6M0.1%ETFMediumSan Diego, CA2026-11-02
LiftPoint Family Wealth Advisors LLC
32,586$1.5M1.0%ETFMediumFar Hills, NJ2026-11-03
Cornerstone Planning Group LLC
31,659$1.5M0.2%ETFMediumFairfield, NJ2026-10-16
Elevation Point Wealth Partners, LLC
30,088$1.4M0.0%CoreHighDenver, CO2026-11-05
Apeiron RIA LLC
26,680$1.2M0.3%ETFMediumDallas, TX2026-10-08
CV Advisors LLC
25,980$1.2M0.2%GrowthVery LowAventura, FL2026-10-13
Verus Capital Partners, LLC
25,542$1.2M0.1%GrowthLowScottsdale, AZ2026-11-03
Legacy Advisory Services, LLC
24,608$1.1M0.8%ETFMediumExton, PA2026-10-20
Gen-Wealth Partners Inc
23,886$1.1M0.3%CoreLowZeeland, MI2026-11-04
Simplicity Wealth,LLC
23,822$1.1M0.0%ETFLowSummit, NJ2026-10-23
Strategic Blueprint, LLC
23,517$1.1M0.1%ETFLowAtlanta, GA2026-10-22
PFG Advisors
21,612$1.0M0.1%ETFMediumPhoenix, AZ2026-10-16
Core Wealth Advisors, LLC
21,324$991.8K0.7%ETFN/AIndianapolis, IN2026-11-05
Balefire, LLC
20,312$944.7K0.1%ETFMediumDallas, TX2026-10-09
Aspire Private Capital, LLC
19,157$891.0K0.2%ETFMediumCornelius, NC2026-11-05
Westside Investment Management, Inc.
17,574$817.4K0.1%GrowthLowSanta Monica, CA2026-11-02
Polaris Investment Advisors, LLC
17,419$810.2K0.5%ETFMediumFramingham, MA2026-10-20
SigFig Wealth Management, LLC
17,371$807.9K0.0%ETFLowSan Francisco, CA2026-10-07
Wedbush Securities Inc
17,303$8050.0%CoreLowPasadena, CA2026-10-22
MGO One Seven LLC
16,140$750.7K0.0%GrowthLowBeachwood, OH2026-10-28
Elmwood Wealth Management, Inc.
16,025$745.3K0.2%ETFLowBerkeley, CA2026-10-14
Sharkey, Howes & Javer
15,800$734.9K0.1%ETFMediumDenver, CO2026-10-22
Redhawk Wealth Advisors, Inc.
15,563$723.8K0.1%ETFHighMinneapolis, MN2026-10-14
Maia Wealth LLC
13,631$634.0K0.1%ETFMediumDenver, CO2026-10-19
Sigma Planning Corp
13,086$608.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Stone House Investment Management, LLC
12,138$564.6K0.1%ETFMediumTunkhannock, PA2026-10-23
Cypress Wealth Services, LLC
11,724$544.9K0.1%ETFLowPalm Desert, CA2026-10-21
Integrated Advisors Network LLC
10,255$477.0K0.0%GrowthMediumDallas, TX2026-10-20
Caliber Wealth Management, LLC / KS
9,535$443.5K0.0%ETFLowOverland Park, KS2026-11-04
Zenith Solutions, Inc.
9,456$439.8K0.4%ETFN/APhiladelphia, PA2026-10-19
Buttonwood Financial Group, LLC
9,041$420.2K0.2%ETFMediumKansas City, MO2026-10-16
Assetmark, Inc
9,000$418.6K0.0%ETFLowConcord, CA2026-10-21
Fifth Third Bancorp
8,818$410.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Retirement Wealth Solutions LLC
8,535$397.0K0.2%ETFLowMarshfield, WI2026-10-07
Islay Capital Management, LLC
8,348$388.3K0.2%ETFMediumLubbock, TX2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
7,617$354.3K0.0%ETFMediumWestlake, OH2026-10-14
Perigon Wealth Management, LLC
7,394$343.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Aegis Wealth Management, Inc.
7,232$336.4K0.2%ETFMediumGuthrie Center, IA2026-10-26
Richard P Slaughter Associates Inc
6,531$303.8K0.1%ETFMediumAustin, TX2026-10-13
Jordan Park Trust Co LLC
6,308$293.4K0.2%Agg GrowthVery LowPortsmouth, NH2026-10-19
Gilliland Jeter Wealth Management LLC
6,173$287.1K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Diligent Investors, LLC
6,000$279.1K0.1%CoreLowRedlands, CA2026-10-21
Stirlingshire Investments, Inc.
5,433$252.7K0.2%ETFMediumNew York, NY2026-11-05
Raleigh Capital Management Inc.
5,166$240.3K0.1%CoreMediumCary, NC2026-10-28
Financial Insights, Inc.
5,025$233.7K0.1%ETFLowTacoma, WA2026-10-27
Kingswood Wealth Advisors, LLC
4,964$230.9K0.0%GrowthLowSan Diego, CA2026-10-23
Integrity Advisory Solutions, LLC
4,825$224.4K0.0%ETFMediumDallas, TX2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
4,759$221.3K0.1%GrowthHighTampa, FL2026-10-15
Gerber Kawasaki Wealth & Investment Management
4,610$214.4K0.0%ETFLowSanta Monica, CA2026-10-29
Swmg, LLC
4,357$208.0K0.0%ETFMediumFort Worth, TX2026-10-23
CoreCap Advisors, LLC
3,687$171.5K0.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
3,596$167.3K0.0%GrowthLowTampa, FL2026-10-16
JFS Wealth Advisors, LLC
1,705$79.3K0.0%ETFVery LowHermitage, PA2026-11-03
Ascentis Independent Advisors
1,309$60.9K0.0%ETFLowDallas, TX2026-11-03
Signature Equity Partners, LLC
1,276$59.3K0.0%GrowthMediumColumbus, OH2026-10-29
Cape Investment Advisory, Inc.
1,152$53.6K0.0%ETFLowMcdonough, GA2026-10-13
Quest 10 Wealth Builders, Inc.
728$33.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Blue Trust, Inc.
716$33.3K0.0%ETFLowBrentwood, TN2026-10-15
Mather Group, Llc.
688$32.0K0.0%ETFMediumChicago, IL2026-10-14
Tsfg, LLC
472$220.0%ETFLowLake Forest, IL2026-10-23
Key Capital Management, Inc
438$20.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Silver Grove Financial Group, Inc.
356$16.6K0.0%CoreMediumOrchard Park, NY2026-11-05
EverSource Wealth Advisors, LLC
343$16.0K0.0%CoreMediumBirmingham, AL2026-11-04
Lloyd Advisory Services, Llc.
336$15.6K0.0%ETFVery HighSuwanee, GA2026-11-02
Private Trust Co NA
321$14.9K0.0%CoreLowCleveland, OH2026-10-20
Creative Financial Designs Inc
301$14.0K0.0%ETFMediumKokomo, IN2026-11-04
US Bancorp \de\
146$6.8K0.0%IndexLowMinneapolis, MN2026-11-05
Montgomery Financial Services LLC
27$1.3K0.0%ETFN/AOcean City, MD2026-11-03