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 942 institutions that hold shares in the stock, with a total of 73.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.83 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
32,086
shares
|
$3.42 Million
1.2% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
32,044
shares
|
$3.41 Million
1.03% of portfolio
|
Q2 2025
Added 1.64%
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
32,000
shares
|
$3.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
31,877
shares
|
$3.4 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
31,655
shares
|
$3.37 Million
0.11% of portfolio
|
Q1 2025
Added 2.08%
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
31,557
shares
|
$3.36 Million
0.31% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
31,184
shares
|
$3.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.32%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
30,996
shares
|
$3.3 Million
0.08% of portfolio
|
Q2 2025
Added 24.15%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
30,966
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.82%
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
30,948
shares
|
$3.3 Million
0.41% of portfolio
|
Q1 2025
Added 16.67%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
30,772
shares
|
$3.28 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
30,703
shares
|
$3.27 Million
0.11% of portfolio
|
Q1 2025
Added 5.1%
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
30,613
shares
|
$3.26 Million
0.35% of portfolio
|
Q1 2025
Added 3.41%
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
30,586
shares
|
$3.26 Million
1.64% of portfolio
|
Q2 2025
Added 2.63%
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
30,319
shares
|
$3.23 Million
0.98% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
29,522
shares
|
$3.14 Million
0.62% of portfolio
|
Q1 2025
Added 10.53%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
29,452
shares
|
$3.14 Million
0.05% of portfolio
|
Q1 2025
Added 17.95%
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
29,450
shares
|
$3.14 Million
1.17% of portfolio
|
Q1 2025
Added 0.01%
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
29,346
shares
|
$3.13 Million
0.24% of portfolio
|
Q2 2025
Reduced 32.6%
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
29,234
shares
|
$3.11 Million
0.34% of portfolio
|
Q2 2025
Added 2.85%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
29,224
shares
|
$3.11 Million
0.3% of portfolio
|
Q1 2025
Added 0.13%
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
28,872
shares
|
$3.08 Million
1.42% of portfolio
|
Q2 2024
Added 1.58%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,687
shares
|
$3.06 Million
0.12% of portfolio
|
Q2 2020
Added 3.68%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
28,524
shares
|
$3.04 Million
0.07% of portfolio
|
Q1 2024
Reduced 24.49%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
28,519
shares
|
$3.04 Million
0.89% of portfolio
|
Q1 2025
Reduced 10.26%
|