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 959 institutions that hold shares in the stock, with a total of 76.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
17,571
shares
|
$1.87 Million
0.63% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
17,551
shares
|
$1.87 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
17,347
shares
|
$1.85 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
17,250
shares
|
$1.84 Million
0.2% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
17,239
shares
|
$1.84 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
17,184
shares
|
$1.83 Million
1.29% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
17,098
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
17,089
shares
|
$1.82 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
17,025
shares
|
$1.81 Million
1.21% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Mayport, LLC
|
Jan 21, 2026 Q4 2025 |
17,001
shares
|
$1.81 Million
0.37% of portfolio
|
Q4 2025
Reduced 19.81%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
16,848
shares
|
$1.79 Million
0.15% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
16,837
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2025
Added 210.88%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
16,695
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
16,552
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2022
Added 516.92%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
16,450
shares
|
$1.75 Million
0.32% of portfolio
|
Q4 2024
Reduced 17.96%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
16,416
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
16,346
shares
|
$1.74 Million
0.5% of portfolio
|
Q3 2025
Reduced 28.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
16,316
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
16,235
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,996
shares
|
$1.7 Million
0.15% of portfolio
|
Q3 2022
Added 46.93%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
15,970
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
15,696
shares
|
$1.67 Million
0.14% of portfolio
|
Q4 2025
Reduced 10.89%
|
|
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
Nov 14, 2025 Q3 2025 |
15,674
shares
|
$1.67 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,648
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
15,540
shares
|
$1.66 Million
0.2% of portfolio
|
Q3 2025
Added 1.46%
|
|