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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
23,852
shares
|
$2.54 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
23,403
shares
|
$2.49 Million
1.03% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
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
|
May 06, 2025 Q1 2025 |
23,257
shares
|
$2.48 Million
0.31% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Penney Financial, LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
23,205
shares
|
$2.47 Million
1.25% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
23,177
shares
|
$2.47 Million
1.76% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
23,142
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
22,919
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
22,850
shares
|
$2.43 Million
0.75% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
22,740
shares
|
$2.42 Million
0.03% of portfolio
|
Q1 2025
Reduced 61.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
22,639
shares
|
$2.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
21,861
shares
|
$2.33 Million
0.14% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
21,691
shares
|
$2.31 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.3%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
21,686
shares
|
$2.31 Million
0.3% of portfolio
|
Q3 2023
Reduced 10.46%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
21,668
shares
|
$2.31 Million
0.87% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
21,605
shares
|
$2.3 Million
0.19% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
21,411
shares
|
$2.28 Million
0.34% of portfolio
|
Q2 2023
Reduced 30.35%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
21,367
shares
|
$2.28 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
21,237
shares
|
$2.26 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
21,211
shares
|
$2.26 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
21,201
shares
|
$2.26 Million
0.62% of portfolio
|
Q2 2024
Added 46.45%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
21,120
shares
|
$2.25 Million
0.25% of portfolio
|
Q4 2024
Reduced 20.51%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
20,793
shares
|
$2.21 Million
1.37% of portfolio
|
Q1 2025
Added 195.78%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
20,135
shares
|
$2.14 Million
0.33% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
20,132
shares
|
$2.14 Million
0.67% of portfolio
|
Q2 2025
Added 0.49%
|