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 953 institutions that hold shares in the stock, with a total of 75.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
30,662
shares
|
$3.27 Million
2.49% of portfolio
|
Q4 2025
Added 1145.92%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
30,619
shares
|
$3.26 Million
0.9% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
30,561
shares
|
$3.26 Million
2.46% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
30,484
shares
|
$3.25 Million
0.34% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
30,059
shares
|
$3.2 Million
0.07% of portfolio
|
Q3 2025
Added 26.37%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
29,902
shares
|
$3.18 Million
0.37% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
29,890
shares
|
$3.18 Million
0.1% of portfolio
|
Q3 2025
Added 38.33%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
29,740
shares
|
$3.17 Million
0.26% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
29,588
shares
|
$3.15 Million
0.11% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
29,211
shares
|
$3.11 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
28,890
shares
|
$3.08 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
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%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
28,825
shares
|
$3.07 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
28,692
shares
|
$3.06 Million
1.17% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
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%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
28,500
shares
|
$3.04 Million
0.86% of portfolio
|
Q4 2023
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
28,469
shares
|
$3.03 Million
0.68% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
28,306
shares
|
$3.01 Million
0.24% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
27,614
shares
|
$2.94 Million
1.1% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
27,592
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
26,777
shares
|
$2.85 Million
0.98% of portfolio
|
Q3 2025
Reduced 29.38%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
26,647
shares
|
$2.84 Million
0.04% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
26,605
shares
|
$2.83 Million
0.15% of portfolio
|
Q3 2025
Added 40.66%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
26,603
shares
|
$2.83 Million
0.43% of portfolio
|
Q4 2025
Reduced 22.58%
|
|