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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
22,266
shares
|
$2.37 Million
0.84% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
22,058
shares
|
$2.35 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
21,692
shares
|
$2.31 Million
0.06% of portfolio
|
Q3 2025
Added 23.43%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
21,686
shares
|
$2.31 Million
0.3% of portfolio
|
Q3 2023
Reduced 10.46%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
21,650
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
21,638
shares
|
$2.3 Million
0.42% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
21,605
shares
|
$2.3 Million
0.19% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 20, 2026 Q4 2025 |
21,494
shares
|
$2.29 Million
0.26% of portfolio
|
Q4 2025
Added 112.2%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
21,481
shares
|
$2.29 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
21,443
shares
|
$2.28 Million
0.16% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
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%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
21,329
shares
|
$2.27 Million
0.69% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
21,274
shares
|
$2.27 Million
0.08% of portfolio
|
Q4 2025
Reduced 1.58%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
21,216
shares
|
$2.26 Million
0.55% of portfolio
|
Q4 2025
Added 11.25%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
21,201
shares
|
$2.26 Million
0.5% 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%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,957
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
20,843
shares
|
$2.22 Million
0.48% of portfolio
|
Q4 2025
Reduced 9.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
20,547
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,505
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.45%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
20,501
shares
|
$2.18 Million
1.57% of portfolio
|
Q4 2025
Added 14.82%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
20,469
shares
|
$2.18 Million
0.69% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,306
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.29%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,032
shares
|
$2.13 Million
0.1% of portfolio
|
Q1 2023
Reduced 6.91%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
19,810
shares
|
$2.11 Million
0.48% of portfolio
|
Q4 2025
Added 5.29%
|
|