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 |
---|---|---|---|---|---|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
21,211
shares
|
$2.27 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
21,201
shares
|
$2.27 Million
0.55% of portfolio
|
Q2 2024
Added 46.45%
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
21,127
shares
|
$2.27 Million
0.04% of portfolio
|
Q2 2025
Added 8.34%
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
21,120
shares
|
$2.26 Million
0.25% of portfolio
|
Q4 2024
Reduced 20.51%
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
20,732
shares
|
$2.22 Million
0.09% of portfolio
|
Q2 2025
Added 58.15%
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
20,644
shares
|
$2.21 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,505
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.45%
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
20,132
shares
|
$2.16 Million
0.67% of portfolio
|
Q2 2025
Added 0.49%
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
20,037
shares
|
$2.15 Million
1.75% of portfolio
|
Q2 2025
Added 33.72%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,032
shares
|
$2.15 Million
0.1% of portfolio
|
Q1 2023
Reduced 6.91%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
19,708
shares
|
$2.11 Million
0.01% of portfolio
|
Q2 2025
Added 105.29%
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
19,512
shares
|
$2.09 Million
0.41% of portfolio
|
Q2 2025
Added 70.05%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
19,462
shares
|
$2.09 Million
0.61% of portfolio
|
Q2 2025
Added 1.79%
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
19,420
shares
|
$2.08 Million
1.01% of portfolio
|
Q2 2025
Added 142.6%
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
19,379
shares
|
$2.08 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
19,138
shares
|
$2.05 Million
0.12% of portfolio
|
Q3 2022
Reduced 59.84%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
19,123
shares
|
$2.05 Million
0.16% of portfolio
|
Q2 2025
Added 7.48%
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
19,107
shares
|
$2.05 Million
0.62% of portfolio
|
Q3 2023
New holding
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
18,985
shares
|
$2.04 Million
1.51% of portfolio
|
Q2 2025
Added 0.53%
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
18,914
shares
|
$2.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
Mc Broom & Associates, LLC
|
Aug 05, 2025 Q2 2025 |
18,843
shares
|
$2.02 Million
1.14% of portfolio
|
Q1 2025
Added 25.43%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
18,800
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2022
Added 27.03%
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
18,619
shares
|
$2 Million
1.86% of portfolio
|
Q2 2025
New holding
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
18,457
shares
|
$1.98 Million
0.27% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
18,399
shares
|
$1.97 Million
0.41% of portfolio
|
Q2 2025
Added 4.87%
|