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 938 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 $7.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
13,830
shares
|
$1.47 Million
0.53% of portfolio
|
Q2 2025
Added 40.08%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
13,735
shares
|
$1.46 Million
0.37% of portfolio
|
Q4 2024
Reduced 16.87%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
13,708
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Added 20.72%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
13,637
shares
|
$1.45 Million
0.59% of portfolio
|
Q2 2025
Added 21.98%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
13,625
shares
|
$1.45 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
13,555
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
13,547
shares
|
$1.44 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
13,503
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Added 77.6%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
13,486
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
13,279
shares
|
$1.41 Million
0.25% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
13,268
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
13,249
shares
|
$1.41 Million
0.17% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
13,234
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 46.77%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
13,185
shares
|
$1.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.16%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
13,161
shares
|
$1.4 Million
0.33% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
13,130
shares
|
$1.4 Million
0.1% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,109
shares
|
$1.4 Million
0.08% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
13,077
shares
|
$1.39 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,790
shares
|
$1.36 Million
0.1% of portfolio
|
Q4 2023
Reduced 12.25%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
12,700
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
12,664
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
12,617
shares
|
$1.34 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
12,541
shares
|
$1.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
12,500
shares
|
$1.33 Million
0.24% of portfolio
|
Q3 2024
Added 31.58%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
12,478
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2025
Added 9.28%
|