Institutional Ownership Ishares Short Term National Mu (SUB)
This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB). We have compiled data on the 959 institutions that hold shares in the stock, with a total of 76.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
36,852
shares
|
$3.93 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
36,643
shares
|
$3.9 Million
0.35% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
36,497
shares
|
$3.89 Million
1.49% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
36,445
shares
|
$3.88 Million
0.91% of portfolio
|
Q4 2022
Added 1103.2%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
36,405
shares
|
$3.88 Million
3.14% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
36,230
shares
|
$3.86 Million
0.06% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
36,164
shares
|
$3.85 Million
0.09% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
35,024
shares
|
$3.73 Million
1.89% of portfolio
|
Q4 2024
Added 277.13%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
34,945
shares
|
$3.72 Million
0.93% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
34,941
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
34,791
shares
|
$3.71 Million
1.79% of portfolio
|
Q4 2025
Added 10.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
34,290
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2025
Added 149.42%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
34,259
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
33,982
shares
|
$3.62 Million
2.87% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
33,758
shares
|
$3.6 Million
0.24% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
33,714
shares
|
$3.59 Million
2.08% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jan 14, 2026 Q4 2025 |
33,460
shares
|
$3.56 Million
2.19% of portfolio
|
Q4 2025
Added 32.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
33,040
shares
|
$3.52 Million
0.14% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
32,844
shares
|
$3.5 Million
0.06% of portfolio
|
Q2 2023
Reduced 49.1%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
32,606
shares
|
$3.47 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
32,347
shares
|
$3.45 Million
0.05% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
32,317
shares
|
$3.44 Million
0.12% of portfolio
|
Q4 2025
Reduced 5.35%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
31,702
shares
|
$3.38 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
31,337
shares
|
$3.34 Million
0.04% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
31,219
shares
|
$3.33 Million
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|