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 954 institutions that hold shares in the stock, with a total of 80.2 Million shares, which have been reported (via 13F filing form) to have a value of $8.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
33,148
shares
|
$3.55 Million
0.52% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
33,036
shares
|
$3.54 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
32,929
shares
|
$3.53 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
32,912
shares
|
$3.53 Million
3.01% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
32,844
shares
|
$3.52 Million
0.06% of portfolio
|
Q2 2023
Reduced 49.1%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
32,289
shares
|
$3.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 61.58%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
32,044
shares
|
$3.44 Million
1.03% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Horiko Capital Management LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
32,003
shares
|
$3.43 Million
0.89% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
31,774
shares
|
$3.41 Million
0.05% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
31,702
shares
|
$3.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
31,554
shares
|
$3.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
31,178
shares
|
$3.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
31,013
shares
|
$3.32 Million
0.33% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
30,996
shares
|
$3.32 Million
0.08% of portfolio
|
Q2 2025
Added 24.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
30,995
shares
|
$3.32 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
30,586
shares
|
$3.28 Million
1.64% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
30,561
shares
|
$3.28 Million
2.46% of portfolio
|
Q2 2025
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
30,465
shares
|
$3.27 Million
0.57% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
29,561
shares
|
$3.17 Million
0.55% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
29,346
shares
|
$3.15 Million
0.24% of portfolio
|
Q2 2025
Reduced 32.6%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
29,234
shares
|
$3.13 Million
0.34% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
29,172
shares
|
$3.13 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
28,872
shares
|
$3.1 Million
1.42% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
28,837
shares
|
$3.09 Million
0.04% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
28,825
shares
|
$3.09 Million
0.07% of portfolio
|
Q2 2025
New holding
|