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 |
|---|---|---|---|---|---|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
15,748
shares
|
$1.68 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
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%
|
|
|
Brewster Financial Planning LLC
|
Jul 15, 2025 Q2 2025 |
15,596
shares
|
$1.66 Million
1.12% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
15,476
shares
|
$1.65 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
|
$1.64 Million
0.57% of portfolio
|
Q1 2024
Reduced 8.04%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
15,288
shares
|
$1.63 Million
0.15% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
15,278
shares
|
$1.63 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
15,237
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2025
Added 72.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
15,221
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
15,181
shares
|
$1.62 Million
0.74% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
15,143
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
15,098
shares
|
$1.61 Million
0.07% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
15,037
shares
|
$1.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,990
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
14,984
shares
|
$1.6 Million
1.46% of portfolio
|
Q1 2025
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
14,918
shares
|
$1.59 Million
1.06% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
14,877
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
Reduced 25.59%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
14,607
shares
|
$1.56 Million
0.37% of portfolio
|
Q4 2024
Added 86.79%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
14,566
shares
|
$1.55 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
14,505
shares
|
$1.55 Million
0.95% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
14,432
shares
|
$1.54 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
14,375
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2022
Added 7.49%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
14,138
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
14,004
shares
|
$1.49 Million
1.34% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
13,925
shares
|
$1.48 Million
0.98% of portfolio
|
Q1 2025
Added 1.64%
|