LMUB — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (LMUB)? 10 institutions reported holding $5.62M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($2.1M), Apeiron RIA LLC ($1.2M), Balefire, LLC ($944,711).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $2.1M | 44,234 | Trimmed |
| 2 | Apeiron RIA LLC | $1.2M | 26,680 | Trimmed |
| 3 | Balefire, LLC | $944,711 | 20,312 | Added |
| 4 | SigFig Wealth Management, LLC | $807,925 | 17,371 | Trimmed |
| 5 | Retirement Wealth Solutions LLC | $396,963 | 8,535 | Trimmed |
| 6 | CoreCap Advisors, LLC | $171,482 | 3,687 | Added |
| 7 | CX Institutional | $0 | 0 | Exited |
| 8 | Wedmont Private Capital | $0 | 0 | Exited |
| 9 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
| 10 | Roan Capital Partners | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30