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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,032
shares
|
$2.13 Million
0.1% of portfolio
|
Q1 2023
Reduced 6.91%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
19,963
shares
|
$2.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 54.31%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
19,861
shares
|
$2.12 Million
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
19,501
shares
|
$2.08 Million
0.05% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
19,462
shares
|
$2.07 Million
0.61% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
19,420
shares
|
$2.07 Million
1.01% of portfolio
|
Q2 2025
Added 142.6%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
19,393
shares
|
$2.07 Million
0.05% of portfolio
|
Q1 2025
Reduced 54.65%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
19,379
shares
|
$2.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
19,248
shares
|
$2.05 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
19,170
shares
|
$2.04 Million
0.21% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
19,138
shares
|
$2.04 Million
0.12% of portfolio
|
Q3 2022
Reduced 59.84%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
19,107
shares
|
$2.04 Million
0.62% of portfolio
|
Q3 2023
New holding
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
18,997
shares
|
$2.02 Million
0.15% of portfolio
|
Q1 2025
Reduced 42.12%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
18,914
shares
|
$2.01 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
18,885
shares
|
$2.01 Million
1.59% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
18,843
shares
|
$2.01 Million
1.18% of portfolio
|
Q1 2025
Added 25.43%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
18,800
shares
|
$2 Million
0.0% of portfolio
|
Q3 2022
Added 27.03%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
18,624
shares
|
$1.98 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
18,546
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 27.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
18,511
shares
|
$1.97 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
18,214
shares
|
$1.94 Million
0.86% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
18,025
shares
|
$1.92 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
17,994
shares
|
$1.92 Million
0.27% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
17,939
shares
|
$1.91 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
17,792
shares
|
$1.9 Million
0.16% of portfolio
|
Q1 2025
Added 4.56%
|