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iShares Long-Term National Muni Bond ETF (LMUB) Institutional Ownership

$48.14 -0.13 (-0.27%)
Closing price 11/13/2026 04:10 PM Eastern
Extended Trading
$48.14 -0.01 (-0.01%)
As of 11/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Long-Term National Muni Bond ETF (NYSEARCA:LMUB)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$268.77M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$31.96M
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LMUB Institutional Buying and Selling by Quarter

iShares Long-Term National Muni Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2026Steward Partners Investment Advisory LLC90,613$4.21M0.0%+5.1%0.223%
11/13/2026Wealth Alliance LLC55,767$2.59M0.2%-32.7%0.138%
11/13/2026One Wealth Advisors LLC174,107$8.10M0.9%-48.2%0.429%
11/13/2026 Lifeworks Advisors LLC7,308$340K0.0%-36.1%0.018%
11/13/2026 Twin Peaks Wealth Advisors LLC4,799$227K0.0%-11.5%0.012%
11/11/2026 Mayflower Financial Advisors LLC4,603$214K0.0%-82.0%0.011%
11/11/2026 Curtis Wealth Management LLC10,280$478K0.4%-13.3%0.026%
11/11/2026 Shared Vision Wealth Group LLC9,927$462K0.2%-59.4%0.025%
11/11/2026 Private Advisor Group LLC22,289$1.04M0.0%N/A0.055%
11/11/2026 Tyche Wealth Partners LLC156,656$7.29M1.0%+1.1%0.390%
11/10/2026 HighTower Advisors LLC38,363$1.78M0.0%N/A0.096%
11/10/2026 Western Wealth Management LLC5,945$277K0.0%-10.1%0.016%
11/9/2026 Harbour Investments Inc.1,468$68K0.0%N/A0.004%
11/9/2026 IFG Advisory LLC3,028$141K0.0%+169.2%0.008%
11/6/2026 Fifth Third Bancorp8,818$410K0.0%-46.0%0.023%
11/4/2026 Gen Wealth Partners Inc23,886$1.11M0.3%-22.9%0.063%
11/3/2026 Verus Capital Partners LLC25,542$1.19M0.1%-18.7%0.068%
11/3/2026 LiftPoint Family Wealth Advisors LLC32,586$1.52M1.0%-54.3%0.086%
11/3/2026 Plancorp LLC46,393$2.24M0.1%N/A0.123%
11/3/2026 May Hill Capital LLC94,597$4.40M0.9%-5.1%0.250%
11/3/2026 Ashton Thomas Private Wealth LLC60,486$2.81M0.1%-7.0%0.160%
11/2/2026 Westside Investment Management Inc.17,574$817K0.1%N/A0.046%
11/2/2026 Kestra Advisory Services LLC180,709$8.41M0.0%+8.4%0.478%
11/2/2026 Quest 10 Wealth Builders Inc.728$34K0.0%+77.6%0.002%
11/2/2026 Commonwealth Equity Services LLC62,597$2.91M0.0%N/A0.165%
10/30/2026 Watershed Private Wealth LLC106,428$4.95M1.3%-11.6%0.281%
10/30/2026 Integrity Advisory Solutions LLC4,825$224K0.0%N/A0.013%
10/30/2026 Gerber Kawasaki Wealth & Investment Management4,610$214K0.0%N/A0.012%
10/30/2026 Signature Equity Partners LLC1,276$59K0.0%+1,401.2%0.003%
10/29/2026 Vise Technologies Inc.498,104$23.17M0.2%+39.9%1.317%
10/29/2026 MGO One Seven LLC16,140$751K0.0%-54.4%0.044%
10/29/2026 Gilliland Jeter Wealth Management LLC6,173$287K0.1%+50.3%0.017%
10/28/2026 Raleigh Capital Management Inc.5,166$240K0.1%+62.6%0.014%
10/27/2026 Financial Insights Inc.5,025$234K0.1%N/A0.014%
10/26/2026 Park Avenue Securities LLC976,060$45.40M0.3%N/A2.683%
10/26/2026 Aegis Wealth Management Inc.7,232$336K0.2%-10.3%0.020%
10/24/2026 Kingswood Wealth Advisors LLC4,964$231K0.0%-37.0%0.014%
10/24/2026 Sigma Planning Corp13,086$609K0.0%N/A0.036%
10/24/2026 Swmg LLC4,357$208K0.0%-20.6%0.012%
10/23/2026 Simplicity Wealth LLC23,822$1.11M0.0%+41.7%0.066%
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10/23/2026 One Wealth Capital Management LLC67,620$3.15M1.2%-46.8%0.187%
10/23/2026 ONE Advisory Partners LLC59,956$2.79M0.8%-35.4%0.166%
10/23/2026 Atlatl Advisers LLC114,150$5.31M1.3%-11.1%0.324%
10/22/2026 Sharkey Howes & Javer15,800$735K0.1%N/A0.045%
10/22/2026 Cypress Wealth Services LLC11,724$545K0.1%-36.0%0.033%
10/22/2026 Diligent Investors LLC6,000$279K0.1%N/A0.017%
10/21/2026 Integrated Advisors Network LLC10,255$477K0.0%-22.4%0.029%
10/21/2026 Diversify Advisory Services LLC113,139$5.35M0.1%+29.8%0.321%
10/20/2026 Islay Capital Management LLC8,348$388K0.2%+7.1%0.024%
10/20/2026 Maia Wealth LLC13,631$634K0.1%+38.8%0.039%
10/19/2026 Jordan Park Trust Co LLC6,308$293K0.2%N/A0.018%
10/17/2026 IFP Advisors Inc3,596$167K0.0%+60.1%0.010%
10/16/2026 Detalus Advisors LLC56,257$2.62M0.5%-71.2%0.162%
10/15/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,617$354K0.0%+12.8%0.022%
10/15/2026 Mather Group LLC.688$32K0.0%N/A0.002%
10/14/2026 Elmwood Wealth Management Inc.16,025$745K0.2%N/A0.046%
10/9/2026 Balefire LLC20,312$945K0.1%+24.5%0.062%
10/8/2026 Farther Finance Advisors LLC44,234$2.06M0.0%-59.9%0.135%
10/8/2026 CoreCap Advisors LLC3,687$171K0.0%+151.7%0.011%
10/8/2026 Apeiron RIA LLC26,680$1.25M0.3%-13.6%0.081%
10/7/2026 Retirement Wealth Solutions LLC8,535$397K0.2%-67.8%0.026%
10/7/2026 SigFig Wealth Management LLC17,371$808K0.0%-15.6%0.054%
9/23/2026Envestnet Portfolio Solutions Inc.883,578$45.26M0.2%+8.2%2.290%
9/23/2026Envestnet Asset Management Inc.12,886,730$660.06M0.1%+7.3%33.403%
9/9/2026Integrated Wealth Concepts LLC11,400$584K0.0%+38.3%0.035%
9/9/2026NewEdge Advisors LLC51,261$2.63M0.0%+335.3%0.156%
9/9/2026 IFP Advisors Inc2,246$115K0.0%+30.4%0.007%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group96,086$4.92M0.5%+74.9%0.293%
8/27/2026Corient Private Wealth LP6,000$307K0.0%-21.1%0.018%
8/23/2026 Wedmont Private Capital5,725$291K0.0%N/A0.017%
8/22/2026Blalock Williams LLC4,491$230K0.1%N/A0.014%
8/22/2026 SMART Wealth LLC68,464$3.51M0.8%+152.5%0.209%
8/22/2026 Retirement Wealth Solutions LLC26,539$1.36M0.7%+40.5%0.081%
8/22/2026LifePlan Investment Advisors Inc.16,787$860K0.3%+22.0%0.051%
8/21/2026 Buttonwood Financial Group LLC195,270$10.00M5.8%+6.7%0.595%
7/10/2026 JFS Wealth Advisors LLC8,108$415K0.0%+81.2%0.024%
7/10/2026 Redhawk Wealth Advisors Inc.18,855$966K0.1%N/A0.057%
7/7/2026 Balefire LLC16,318$836K0.1%N/A0.049%
7/7/2026 CoreCap Advisors LLC1,465$75K0.0%N/A0.004%
6/24/2026Redwood Investment Management LLC21,734$1.09M0.1%N/A0.074%
6/18/2026 Western Wealth Management LLC2,821$141K0.0%N/A0.010%
6/3/2026NewEdge Advisors LLC11,775$588K0.0%N/A0.040%
5/22/2026 Verus Capital Partners LLC30,518$1.52M0.1%N/A0.104%
5/19/2026 Western Wealth Management LLC2,821$141K0.0%N/A0.010%
5/19/2026NewEdge Advisors LLC11,775$588K0.0%N/A0.040%
5/15/2026Gateway Wealth Partners LLC4,844$242K0.0%N/A0.016%
5/15/2026Wealth Alliance LLC82,376$4.11M0.4%N/A0.280%
5/14/2026Modern Wealth Management LLC16,643$835K0.0%N/A0.057%
5/14/2026 Keebeck Wealth Management72,825$3.64M0.4%N/A0.248%
5/13/2026Cetera Investment Advisers1,130,875$56.47M0.1%N/A3.844%
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5/6/2026 Cornerstone Planning Group LLC33,337$1.68M0.2%N/A0.113%
5/6/2026 Assetmark Inc.9,069$453K0.0%N/A0.031%
5/5/2026 Bank of New York Mellon Corp148,075$7.39M0.0%N/A0.503%
5/5/2026 Theory Financial LLC37,773$1.89M0.7%N/A0.128%
5/5/2026Sanctuary Advisors LLC327,024$16.33M0.1%N/A1.112%
5/4/2026Vantage Point Financial LLC11,465$572K0.2%N/A0.039%
5/4/2026 Lifeworks Advisors LLC7,438$371K0.0%N/A0.025%
5/2/2026 Diversify Wealth Management LLC70,274$3.56M0.1%N/A0.239%
5/1/2026 Fifth Third Bancorp4,571$228K0.0%N/A0.016%
5/1/2026 Sovran Advisors LLC18,005$913K0.1%N/A0.061%


LMUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of iShares Long-Term National Muni Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($660.06M), Cetera Investment Advisers ($56.47M), Park Avenue Securities LLC ($45.40M), Envestnet Portfolio Solutions Inc. ($45.26M), Vise Technologies Inc. ($23.17M), Sanctuary Advisors LLC ($16.33M), and Buttonwood Financial Group LLC ($10.00M).Learn more on iShares Long-Term National Muni Bond ETF's institutional investors.

Of the 91 institutional investors that purchased iShares Long-Term National Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($1.13M), Park Avenue Securities LLC ($976.06K), Envestnet Asset Management Inc. ($872.97K), Sanctuary Advisors LLC ($327.02K), Detalus Advisors LLC ($166.95K), Bank of New York Mellon Corp ($148.08K), and Vise Technologies Inc. ($142.05K).

Institutional investors have bought a total of 5,452,629 shares in the last 24 months. This purchase volume represents approximately $268.77M in transactions.

Of the 30 institutional investors that sold iShares Long-Term National Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: One Wealth Advisors LLC ($162.24K), Detalus Advisors LLC ($138.97K), Farther Finance Advisors LLC ($66.09K), One Wealth Capital Management LLC ($59.45K), LiftPoint Family Wealth Advisors LLC ($38.73K), ONE Advisory Partners LLC ($32.86K), and Wealth Alliance LLC ($27.08K).

Institutional investors have sold a total of 686,922 shares in the last 24 months. This volume of shares sold represents approximately $31.96M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:LMUB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/13/2026. New 13F filings are added each quarter as they're published.
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