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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
28,424
shares
|
$3.03 Million
0.35% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
28,274
shares
|
$3.01 Million
0.25% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
28,198
shares
|
$3 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
27,860
shares
|
$2.97 Million
0.26% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
27,795
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 62.24%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
27,614
shares
|
$2.94 Million
1.25% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
27,498
shares
|
$2.93 Million
0.37% of portfolio
|
Q1 2025
Added 57.02%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
27,413
shares
|
$2.92 Million
0.64% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
27,386
shares
|
$2.92 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
26,952
shares
|
$2.87 Million
0.27% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,786
shares
|
$2.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
26,576
shares
|
$2.83 Million
0.7% of portfolio
|
Q2 2025
Reduced 31.68%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
26,540
shares
|
$2.83 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
26,480
shares
|
$2.82 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
26,416
shares
|
$2.81 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
26,054
shares
|
$2.78 Million
0.18% of portfolio
|
Q1 2025
Added 26.16%
|
|
|
Safir Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
25,929
shares
|
$2.76 Million
2.04% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
25,788
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2025
Added 120.41%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
24,861
shares
|
$2.65 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
24,545
shares
|
$2.61 Million
0.05% of portfolio
|
Q2 2025
Added 24.7%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
24,445
shares
|
$2.6 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,414
shares
|
$2.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
24,382
shares
|
$2.6 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,321
shares
|
$2.59 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
24,024
shares
|
$2.56 Million
0.8% of portfolio
|
Q2 2025
Added 1.91%
|