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

$49.92 -0.18 (-0.36%)
As of 01:25 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Long-Term National Muni Bond ETF (NYSEARCA:LMUB)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$147.13M
Number of
Institutional Sellers
(last 12 months)
1
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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
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%
6/18/2026Western Wealth Management LLC2,821$141K0.0%N/A0.010%
6/3/2026 NewEdge Advisors LLC11,775$588K0.0%N/A0.040%
5/22/2026 Verus Capital Partners LLC30,518$1.52M0.1%N/A0.104%
5/19/2026Western Wealth Management LLC2,821$141K0.0%N/A0.010%
5/19/2026 NewEdge Advisors LLC11,775$588K0.0%N/A0.040%
5/15/2026 Gateway Wealth Partners LLC4,844$242K0.0%N/A0.016%
5/15/2026 Wealth 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%
5/13/2026 Cetera Investment Advisers1,130,875$56.47M0.1%N/A3.844%
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%
5/4/2026Lifeworks 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%
5/1/2026 WealthShield Partners LLC51,337$2.56M0.3%N/A0.175%
5/1/2026 TSA Wealth Managment LLC16,906$844K0.3%N/A0.058%
5/1/2026 Simplicity Wealth LLC15,582$778K0.0%N/A0.053%
4/30/2026 Kestra Advisory Services LLC81,952$4.09M0.0%N/A0.279%
4/30/2026 CFS Investment Advisory Services LLC17,025$866K0.1%N/A0.058%
4/29/2026 Richmond Investment Services LLC11,276$563K0.1%N/A0.038%
4/29/2026 Integrated Advisors Network LLC9,509$475K0.0%N/A0.032%
4/29/2026 Walser Wealth Management Company A Ltd Liability Co6,074$303K0.1%N/A0.021%
4/28/2026 PUREfi Wealth LLC8,865$443K0.3%N/A0.030%
4/28/2026 Indiana Trust & Investment Management Co1,750$87K0.0%N/A0.006%
4/28/2026 Raleigh Capital Management Inc.4,097$205K0.1%N/A0.014%
4/28/2026 Core Wealth Advisors LLC20,091$1.00M0.8%N/A0.069%
4/27/2026 Apeiron RIA LLC30,905$1.54M0.4%N/A0.106%
4/27/2026World Investment Advisors35,662$1.78M0.0%N/A0.122%
4/27/2026 Private Advisor Group LLC12,423$620K0.0%N/A0.042%
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4/27/2026 Elevation Point Wealth Partners LLC8,996$449K0.0%N/A0.031%
4/25/2026 Able Wealth Management LLC23,553$1.18M0.3%N/A0.081%
4/24/2026 SMART Wealth LLC27,110$1.35M0.4%N/A0.093%
4/23/2026 Mayflower Financial Advisors LLC21,828$1.09M0.1%N/A0.075%
4/23/2026 EWA LLC9,758$487K0.1%N/A0.033%
4/23/2026 Detalus Advisors LLC166,954$8.34M1.9%N/A0.572%
4/22/2026 Aspire Private Capital LLC18,570$927K0.2%N/A0.064%
4/22/2026 Merkkuri Wealth Advisors LLC2,800$140K0.1%N/A0.010%
4/21/2026 RCS Financial Planning LLC9,773$488K0.3%N/A0.034%
4/21/2026 Polaris Investment Advisors LLC14,628$730K0.5%N/A0.051%
4/21/2026 Aegis Wealth Management Inc.6,113$305K0.2%N/A0.021%
4/16/2026True Vision MN LLC47,072$2.35M1.2%N/A0.166%
4/16/2026 Triad Wealth Partners LLC64,256$3.21M0.3%N/A0.228%
2/6/2026 HighTower Advisors LLC28,846$1.45M0.0%+5.1%5.061%
2/2/2026 Manhattan West Asset Management LLC59,018$2.97M0.6%+169.2%10.354%
11/24/2025 Manhattan West Asset Management LLC21,923$1.10M0.2%N/A3.846%
11/7/2025 HighTower Advisors LLC27,447$1.37M0.0%+15.9%4.815%
10/31/2025 Whittier Trust Co.5,607$281K0.0%N/A0.984%
10/31/2025Conquis Financial LLC34,320$1.71M1.6%N/A6.021%
8/14/2025Jane Street Group LLC6,538$318K0.0%-73.7%1.391%
5/19/2025Jane Street Group LLC24,884$1.24M0.0%N/A5.530%


LMUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 institutional investors and hedge funds held shares of iShares Long-Term National Muni Bond ETF. The most heavily invested institutionals were Cetera Investment Advisers ($56.47M), Sanctuary Advisors LLC ($16.33M), Detalus Advisors LLC ($8.34M), Bank of New York Mellon Corp ($7.39M), Wealth Alliance LLC ($4.11M), Kestra Advisory Services LLC ($4.09M), and Keebeck Wealth Management ($3.64M).Learn more on iShares Long-Term National Muni Bond ETF's institutional investors.

Of the 56 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), Sanctuary Advisors LLC ($327.02K), Detalus Advisors LLC ($166.95K), Bank of New York Mellon Corp ($148.08K), Wealth Alliance LLC ($82.38K), Kestra Advisory Services LLC ($81.95K), and Keebeck Wealth Management ($72.83K).

Institutional investors have bought a total of 2,945,289 shares in the last 24 months. This purchase volume represents approximately $147.13M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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