13FBOX
ISHARES TR · 13F Institutional Holdings
Options Calculator Rankings
I

ISHARES TR

LMUB
Institutions
182
Combined AUM (Q2 2026)
$1.91B
Combined Shares (Q2 2026)
37.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+7.2M
160 · 51 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-390,474
22 · 10 Exit · ≈
⚖️ Net
+6.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.91B
Institutions
182
New Buys
51
Adds
109
Reduces
12
Exits
10
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.16%0.16%#59$660.1M12.9M$599.8M12.0M+872,969+7.27%Add
LPL Financial LLC
0.08%0.08%#77$340.0M6.6M$290.2M5.8M+824,723+14.19%Add
JPMORGAN CHASE & CO
0.01%0.01%#134$143.2M2.8M$97.8M2.0M+833,369+42.46%Add
MORGAN STANLEY
<0.01%#144$83.5M1.6M$00+1.6MNew Buy
MML INVESTORS SERVICES, LLC
0.16%0.16%#57$77.7M1.5M$59.3M1.2M+329,982+27.79%Add
Cetera Investment Advisers
0.06%0.06%#87$61.4M1.2M$56.5M1.1M+67,416+5.96%Add
PARK AVENUE SECURITIES LLC
0.37%0.43%#34$59.6M1.2M$55.3M1.1M+56,380+5.09%Add
Envestnet Portfolio Solutions, Inc.
0.22%0.23%#45$45.3M883,578$40.8M816,931+66,647+8.16%Add
Sanctuary Advisors, LLC
0.12%0.09%#68$26.3M513,457$16.3M327,024+186,433+57.01%Add
KM Capital Management Ltd.
10.65%13.95%#1$22.7M442,423$20.7M411,226+31,197+7.59%Add
Vise Technologies, Inc.
0.21%#46$18.2M356,058$00+356,058New Buy
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.18%0.16%#53$17.5M341,310$12.9M257,739+83,571+32.42%Add
One Wealth Advisors, LLC
1.9%1.52%#5$17.2M336,349$12.2M243,858+92,491+37.93%Add
OneDigital Investment Advisors LLC
0.13%0.1%#67$15.6M305,445$10.4M207,877+97,568+46.94%Add
Icon Wealth Advisors, LLC
0.94%0.96%#14$15.5M303,512$14.9M293,216+10,296+3.51%Add
BlackRock, Inc.
<0.01%<0.01%#173$13.1M256,048$12.8M256,04800.00%Unchanged
Manhattan West Asset Management, LLC
1.77%1.55%#7$10.6M206,883$7.9M158,388+48,495+30.62%Add
STIFEL FINANCIAL CORP
0.01%0.01%#132$10.4M202,598$9.2M183,495+19,103+10.41%Add
Buttonwood Financial Group, LLC
5.72%5.62%#2$10.0M195,270$9.1M183,054+12,216+6.67%Add
Detalus Advisors, LLC
1.95%1.9%#4$10.0M195,227$8.3M166,954+28,273+16.93%Add
Bank of New York Mellon Corp
<0.01%<0.01%#159$9.0M176,327$7.4M148,075+28,252+19.08%Add
Orion Porfolio Solutions, LLC
0.07%0.07%#80$8.9M173,943$8.0M160,535+13,408+8.35%Add
Kestra Advisory Services, LLC
0.03%0.02%#106$8.5M166,629$4.1M81,952+84,677+103.33%Add
Tyche Wealth Partners LLC
1.11%0.99%#12$7.9M154,916$6.4M127,929+26,987+21.10%Add
Kelly Financial Services LLC
1.44%1.44%#10$6.7M131,465$6.0M119,658+11,807+9.87%Add
Atlatl Advisers LLC
1.56%4.66%#9$6.6M128,359$6.3M125,775+2,584+2.05%Add
ONE WEALTH CAPITAL MANAGEMENT, LLC
1.83%1.66%#6$6.5M127,065$3.8M74,907+52,158+69.63%Add
Savvy Advisors, Inc.
0.14%0.14%#64$6.4M124,535$5.3M106,898+17,637+16.50%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#167$6.3M122,442$10.6M211,325-88,883-42.06%Reduce
WATERSHED PRIVATE WEALTH LLC
1.74%1.98%#8$6.2M120,450$6.3M127,016-6,566-5.17%Reduce
THRIVENT FINANCIAL FOR LUTHERANS
0.01%0.01%#131$5.9M115,023$5.1M101,206+13,817+13.65%Add
Farther Finance Advisors, LLC
0.04%0.01%#93$5.7M110,326$1.2M24,244+86,082+355.07%Add
May Hill Capital, LLC
1.07%#13$5.1M99,644$00+99,644New Buy
Keebeck Wealth Management
0.49%0.41%#27$5.0M97,034$3.6M72,825+24,209+33.24%Add
SEEDS INVESTOR LLC
0.51%0.63%#24$4.9M96,615$4.6M91,318+5,297+5.80%Add
Atria Investments, Inc
0.05%0.05%#92$4.9M95,732$4.4M87,141+8,591+9.86%Add
ONE Advisory Partners, LLC
1.29%1.11%#11$4.8M92,813$3.6M72,398+20,415+28.20%Add
JB Capital LLC
0.16%0.13%#58$4.5M88,356$3.2M64,121+24,235+37.80%Add
Steward Partners Investment Advisory, LLC
0.02%0.02%#108$4.4M86,176$3.8M76,654+9,522+12.42%Add
Plancorp, LLC
0.11%#70$4.3M85,460$00+85,460New Buy
DIVERSIFY WEALTH MANAGEMENT, LLC
0.05%0.06%#90$4.3M87,187$3.6M70,274+16,913+24.07%Add
WEALTH ALLIANCE, LLC
0.36%0.41%#35$4.2M82,843$4.1M82,376+467+0.57%Add
LiftPoint Family Wealth Advisors LLC
2.48%2.72%#3$3.7M71,316$3.3M65,692+5,624+8.56%Add
Able Wealth Management LLC
0.81%0.31%#15$3.5M69,016$1.2M23,553+45,463+193.02%Add
HighTower Advisors, LLC
<0.01%<0.01%#148$3.5M68,843$3.0M61,048+7,795+12.77%Add
SMART Wealth LLC
0.76%0.4%#19$3.5M68,464$1.4M27,110+41,354+152.54%Add
Triad Wealth Partners, LLC
0.2%0.25%#47$3.4M67,859$3.2M64,256+3,603+5.61%Add
Ashton Thomas Private Wealth, LLC
0.07%0.03%#79$3.3M65,017$1.5M29,113+35,904+123.33%Add
EFG International AG
0.06%0.05%#85$3.2M62,187$2.5M50,899+11,288+22.18%Add
Strategic Blueprint, LLC
0.16%0.09%#56$3.2M62,156$1.6M31,410+30,746+97.89%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow