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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
28,812
shares
|
$3.09 Million
0.37% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,687
shares
|
$3.08 Million
0.12% of portfolio
|
Q2 2020
Added 3.68%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
28,524
shares
|
$3.06 Million
0.07% of portfolio
|
Q1 2024
Reduced 24.49%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
28,500
shares
|
$3.06 Million
0.86% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
28,246
shares
|
$3.03 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
27,860
shares
|
$2.99 Million
0.26% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
27,672
shares
|
$2.97 Million
0.11% of portfolio
|
Q2 2025
Reduced 24.75%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
27,614
shares
|
$2.96 Million
1.14% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
27,211
shares
|
$2.92 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
26,952
shares
|
$2.89 Million
0.27% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
26,927
shares
|
$2.89 Million
1.17% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
26,576
shares
|
$2.85 Million
0.7% of portfolio
|
Q2 2025
Reduced 31.68%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
26,540
shares
|
$2.85 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
26,480
shares
|
$2.84 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Safir Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
25,929
shares
|
$2.78 Million
2.04% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
25,325
shares
|
$2.72 Million
0.96% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
25,126
shares
|
$2.69 Million
0.01% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
24,861
shares
|
$2.67 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
24,619
shares
|
$2.64 Million
0.03% of portfolio
|
Q2 2025
Added 23.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
24,545
shares
|
$2.63 Million
0.05% of portfolio
|
Q2 2025
Added 24.7%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
24,506
shares
|
$2.63 Million
0.04% of portfolio
|
Q2 2025
Added 103.52%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
24,445
shares
|
$2.62 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,414
shares
|
$2.62 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
24,377
shares
|
$2.61 Million
0.18% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
24,024
shares
|
$2.58 Million
0.8% of portfolio
|
Q2 2025
Added 1.91%
|