LMUB · iShares Long-Term National Muni Bond ETF · Holdings ETF

$47.65 +0.42 (+0.89%)

Volume · Oct 22 38.19K Avg daily vol (3M) 663.35K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 39

Total Value: $19,139,372

Total Shares: 1,131,729

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 39 13F filers · Δ vs Jun 30, 2026

Top Holder

27.5%

+9.1 pts

Top 5

88.9%

+31.7 pts

Top 10

99.9%

+20.5 pts

HHI

2,153

Moderately concentrated+1,279

Who Holds LMUB

Last 7 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 184 filers, like-for-like change +17.6%; actively managed books +17.8%; index-like books +14.1%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	53.9%	125	+13.1%	31	4
Bank	8.0%	6	+41.4%	2	1
Broker-dealer	17.7%	1	+14.2%	0	0
Holding company	5.2%	4	+15.4%	1	0
Unknown	15.2%	48	+30.2%	14	5

Style	Share	Filers	Change	New	Exited
Index-like	5.5%	4	+14.1%	1	0
Systematic-like	0.0%	1	new	1	0
Concentrated	7.2%	57	+27.1%	11	3
Diversified active	87.3%	122	+17.1%	35	7
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	88.2%	111	+17.7%	28	5
Medium turnover	10.4%	45	+19.6%	11	2
High turnover	0.4%	4	-33.6%	3	3
Unknown	1.0%	24	+32.5%	6	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	1.4%	26	+21.9%	8	2
Medium horizon	11.8%	49	+32.1%	11	3
Long horizon	83.3%	103	+16.2%	25	5
Unknown	3.6%	6	+8.8%	4	0
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	9.5%	82	+24.9%	21	4
$1B to $10B	7.4%	59	+63.1%	19	2
$10B to $100B	17.1%	30	+21.0%	3	2
$100B or more	66.0%	13	+12.4%	5	2
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	51.6%	114	+12.8%	30	4
Pooled investment vehicles	0.0%	1	new	1	0
Registered funds and BDCs	0.1%	1	+26.8%	0	0
Pension and profit sharing plans	1.0%	3	+38.4%	0	0
Insurance companies	0.5%	1	+16.9%	0	0
Other investment advisers	0.4%	4	-8.2%	0	0
Other	0.3%	1	+13.7%	0	0
Unknown	46.1%	59	+23.5%	17	6

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.0%	1	new	1	0
Private equity funds	0.4%	3	+13.6%	0	0
Venture capital funds	0.0%	0	—	0	0
Real estate funds	0.1%	3	+287.6%	0	0
Other private funds	0.3%	6	+55.9%	3	0
Mixed private funds	0.0%	1	new	1	0
Private funds, type not stated	1.2%	2	+7.4%	0	0
No private funds	51.9%	109	+12.8%	26	4
Unknown	46.1%	59	+23.5%	17	6

Location	Share	Filers	Change	New	Exited
United States	99.8%	182	+17.6%	47	9
Outside the US	0.2%	2	+26.6%	1	1

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 4 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F.

Conviction and Crowding

184 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

20.7% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.409%

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

79.1%

of 13F shares, Herfindahl 0.162

Active holders

+17.8%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 2.2 quarters

Under 1 year 90.6% 1 to 3 years 9.36% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -145

Institutional value: -84.5%

Shares held: -97.0%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+45,968	54,214
Mid Diversify Advisory Services, LLC	+25,952	113,139
Mid DIVERSIFY WEALTH MANAGEMENT, LLC	+25,952	113,139
Small Able Wealth Management LLC	+16,741	85,757
Small Balefire, LLC	+3,994	20,312

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small Buttonwood Financial Group, LLC	−186,229	9,041
Small Detalus Advisors, LLC	−138,970	56,257
Large Farther Finance Advisors, LLC	−66,092	44,234
Small Kelly Financial Services LLC	−33,907	97,558
Small MLG Wealth Management DBA Pine Grove Financial Group	−30,401	65,685

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small Legacy Advisory Services, LLC	24,608	$1,144,518
Small Diligent Investors, LLC	6,000	$279,060
Mid Blue Trust, Inc.	716	$0
Small Richard P Slaughter Associates Inc	6,531	$0
Small Elmwood Wealth Management, Inc.	16,025	$0

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small Legacy Wealth Partners, LLC	4,865	$249,185
Micro Roan Capital Partners	4,565	$233,819
Small Wealth Enhancement Trust Services, Inc.	139	$0
Small RCS Financial Planning, LLC	10,317	$0
Small STRATEGY ASSET MANAGERS LLC	4,549	$0

Filter: New 7 Increased 13 Reduced 19 Sold out 10 Unchanged 0

Holder type: Registered adviser 30 Unknown 9

Showing 39 of 39

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Mid DIVERSIFY WEALTH MANAGEMENT, LLC Registered adviser LMUB	$5,262,094	27.49%	113,139	—	+25,952 +29.8%	Shares	2026-10-20
Mid Diversify Advisory Services, LLC Registered adviser LMUB	$5,262,094	27.49%	113,139	—	+25,952 +29.8%	Shares	2026-10-20
Small Kelly Financial Services LLC LMUB	$4,537,422	23.71%	97,558	—	-33,907 -25.8%	Shares	2026-10-20
Small Legacy Advisory Services, LLC Registered adviser LMUB	$1,144,518	5.98%	24,608	—	New	Shares	2026-10-20
Small Polaris Investment Advisors, LLC Registered adviser LMUB	$810,157	4.23%	17,419	—	-5,885 -25.3%	Shares	2026-10-20
Small Cypress Wealth Services, LLC LMUB	$545,283	2.85%	11,724	—	-6,588 -36.0%	Shares	2026-10-21
Mid Integrated Advisors Network LLC Registered adviser LMUB	$476,960	2.49%	10,255	—	-2,956 -22.4%	Shares	2026-10-20
Large ASSETMARK, INC Registered adviser LMUB	$418,590	2.19%	9,000	—	+943 +11.7%	Shares	2026-10-21
Small ISLAY CAPITAL MANAGEMENT, LLC Registered adviser LMUB	$388,265	2.03%	8,348	—	+550 +7.1%	Shares	2026-10-20
Small Diligent Investors, LLC Registered adviser LMUB	$279,060	1.46%	6,000	—	New	Shares	2026-10-21
Mid PRIVATE TRUST CO NA LMUB	$14,929	0.08%	321	—	-125 -28.0%	Shares	2026-10-20
Small Buttonwood Financial Group, LLC Registered adviser LMUB	—	—	9,041	—	-186,229 -95.4%	Shares	2026-10-16
Small MLG Wealth Management DBA Pine Grove Financial Group LMUB	—	—	65,685	—	-30,401 -31.6%	Shares	2026-10-13
Micro ZENITH SOLUTIONS, INC. Registered adviser LMUB	—	—	9,456	—	-4,487 -32.2%	Shares	2026-10-19
Small Maia Wealth LLC LMUB	—	—	13,631	—	+3,810 +38.8%	Shares	2026-10-19
Small Cornerstone Planning Group LLC Registered adviser LMUB	—	—	31,659	—	-3,229 -9.3%	Shares	2026-10-16
Small Retirement Wealth Solutions LLC Registered adviser LMUB	—	—	8,535	—	-18,004 -67.8%	Shares	2026-10-07
Mid PFG Advisors Registered adviser LMUB	—	—	21,612	—	+2,084 +10.7%	Shares	2026-10-16
Small Balefire, LLC Registered adviser LMUB	—	—	20,312	—	+3,994 +24.5%	Shares	2026-10-09
Small Cape Investment Advisory, Inc. Registered adviser LMUB	—	—	1,152	—	-277 -19.4%	Shares	2026-10-13
Small Walser Wealth Management Company, A Ltd Liability Co Registered adviser LMUB	—	—	4,759	—	+100 +2.1%	Shares	2026-10-15
Small Detalus Advisors, LLC Registered adviser LMUB	—	—	56,257	—	-138,970 -71.2%	Shares	2026-10-15
Mid JB Capital LLC Registered adviser LMUB	—	—	81,964	—	-6,392 -7.2%	Shares	2026-10-19
Small Richard P Slaughter Associates Inc Registered adviser LMUB	—	—	6,531	—	New	Shares	2026-10-13
Mid CoreCap Advisors, LLC Registered adviser LMUB	—	—	3,687	—	+2,222 +151.7%	Shares	2026-10-08
Small Able Wealth Management LLC LMUB	—	—	85,757	—	+16,741 +24.3%	Shares	2026-10-13
Small Jordan Park Trust Co LLC LMUB	—	—	6,308	—	New	Shares	2026-10-19
Mid SigFig Wealth Management, LLC Registered adviser LMUB	—	—	17,371	—	-3,220 -15.6%	Shares	2026-10-07
Mid C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Registered adviser LMUB	—	—	7,617	—	+864 +12.8%	Shares	2026-10-14
Large MATHER GROUP, LLC. Registered adviser LMUB	—	—	688	—	-8 -1.1%	Shares	2026-10-14
Small Elmwood Wealth Management, Inc. Registered adviser LMUB	—	—	16,025	—	New	Shares	2026-10-14
Mid IFP Advisors, Inc Registered adviser LMUB	—	—	3,596	—	+1,350 +60.1%	Shares	2026-10-16
Small Redhawk Wealth Advisors, Inc. Registered adviser LMUB	—	—	15,563	—	-3,292 -17.5%	Shares	2026-10-14
Large Farther Finance Advisors, LLC Registered adviser LMUB	—	—	44,234	—	-66,092 -59.9%	Shares	2026-10-08
Mid Atria Investments, Inc Registered adviser LMUB	—	—	81,188	—	-14,544 -15.2%	Shares	2026-10-15
Mid Blue Trust, Inc. LMUB	—	—	716	—	New	Shares	2026-10-15
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC LMUB	—	—	54,214	—	+45,968 +557.5%	Shares	2026-10-13
Small Apeiron RIA LLC Registered adviser LMUB	—	—	26,680	—	-4,190 -13.6%	Shares	2026-10-08
Small CV Advisors LLC Registered adviser LMUB	—	—	25,980	—	New	Shares	2026-10-13
Small Legacy Wealth Partners, LLC Registered adviser LMUB	$249,185	1.30%	4,865	—	Sold Out	Shares	2026-07-22
Micro Roan Capital Partners Registered adviser LMUB	$233,819	1.22%	4,565	—	Sold Out	Shares	2026-07-09
Mid Wedmont Private Capital LMUB	—	—	5,725	—	Sold Out	Shares	2026-07-13
Small FIRETHORN WEALTH PARTNERS, LLC Registered adviser LMUB	—	—	11,763	—	Sold Out	Shares	2026-07-15
Small Wealth Enhancement Trust Services, Inc. LMUB	—	—	139	—	Sold Out	Shares	2026-07-22
Small RCS Financial Planning, LLC Registered adviser LMUB	—	—	10,317	—	Sold Out	Shares	2026-07-22
Mid CX Institutional Registered adviser LMUB	—	—	347	—	Sold Out	Shares	2026-07-02
Small STRATEGY ASSET MANAGERS LLC Registered adviser LMUB	—	—	4,549	—	Sold Out	Shares	2026-08-14
Mid CFS Investment Advisory Services, LLC LMUB	—	—	18,189	—	Sold Out	Shares	2026-07-16
Small PUREfi Wealth, LLC LMUB	—	—	9,363	—	Sold Out	Shares	2026-07-27
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