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 952 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 $8.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
26,514
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2025
Added 213.66%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
26,474
shares
|
$2.82 Million
0.03% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
25,806
shares
|
$2.75 Million
0.74% of portfolio
|
Q4 2025
Added 195.74%
|
|
|
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%
|
|
|
Brewster Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
24,831
shares
|
$2.64 Million
1.64% of portfolio
|
Q4 2025
Added 16.87%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
24,385
shares
|
$2.6 Million
0.87% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
24,174
shares
|
$2.57 Million
1.98% of portfolio
|
Q3 2025
Added 20.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
24,073
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
23,982
shares
|
$2.55 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Ndwm LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
23,845
shares
|
$2.54 Million
1.73% of portfolio
|
Q3 2025
Added 41.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
23,752
shares
|
$2.53 Million
0.09% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
23,646
shares
|
$2.52 Million
0.14% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
23,639
shares
|
$2.52 Million
0.76% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
23,585
shares
|
$2.51 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
23,581
shares
|
$2.51 Million
1.13% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
23,492
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
23,393
shares
|
$2.49 Million
0.25% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Mc Broom & Associates, LLC
|
Jan 20, 2026 Q4 2025 |
23,383
shares
|
$2.49 Million
1.3% of portfolio
|
Q4 2025
Added 8.49%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,275
shares
|
$2.48 Million
0.17% of portfolio
|
Q2 2022
Added 37.54%
|
|
|
Unison Advisors LLC
|
Nov 04, 2025 Q3 2025 |
23,267
shares
|
$2.48 Million
0.29% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
23,002
shares
|
$2.45 Million
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
22,916
shares
|
$2.44 Million
0.15% of portfolio
|
Q3 2025
Added 281.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
22,722
shares
|
$2.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 06, 2026 Q4 2025 |
22,591
shares
|
$2.41 Million
1.73% of portfolio
|
Q3 2025
Reduced 12.87%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
22,547
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Added 14.41%
|
|