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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
16,450
shares
|
$1.76 Million
0.32% of portfolio
|
Q4 2024
Reduced 17.96%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
16,365
shares
|
$1.75 Million
0.54% of portfolio
|
Q2 2025
Added 39.24%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
16,337
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
16,242
shares
|
$1.74 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
16,200
shares
|
$1.74 Million
0.19% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
16,138
shares
|
$1.73 Million
0.15% of portfolio
|
Q2 2025
Reduced 56.95%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
16,100
shares
|
$1.73 Million
0.73% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
16,072
shares
|
$1.72 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
16,061
shares
|
$1.72 Million
0.61% of portfolio
|
Q2 2025
Added 41.06%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,996
shares
|
$1.71 Million
0.15% of portfolio
|
Q3 2022
Added 46.93%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
15,951
shares
|
$1.71 Million
0.06% of portfolio
|
Q1 2025
Reduced 31.31%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
15,878
shares
|
$1.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
15,748
shares
|
$1.69 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
15,674
shares
|
$1.68 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,648
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
15,596
shares
|
$1.67 Million
1.12% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
15,476
shares
|
$1.66 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
15,362
shares
|
$1.65 Million
0.57% of portfolio
|
Q1 2024
Reduced 8.04%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
15,316
shares
|
$1.64 Million
0.21% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
15,290
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
15,181
shares
|
$1.63 Million
0.74% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
15,000
shares
|
$1.61 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
14,996
shares
|
$1.61 Million
1.31% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,979
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.13%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
14,918
shares
|
$1.6 Million
1.06% of portfolio
|
Q2 2025
Added 5.16%
|