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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
12,927
shares
|
$1.39 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Aug 08, 2025 Q2 2025 |
12,911
shares
|
$1.38 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
12,883
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Added 52.41%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,790
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2023
Reduced 12.25%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
12,707
shares
|
$1.36 Million
1.01% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
12,690
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,669
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
12,657
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
12,636
shares
|
$1.35 Million
0.22% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,617
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
12,598
shares
|
$1.35 Million
0.5% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
12,561
shares
|
$1.35 Million
0.28% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
12,302
shares
|
$1.32 Million
0.43% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,258
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
12,162
shares
|
$1.3 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
12,072
shares
|
$1.29 Million
0.73% of portfolio
|
Q2 2025
Added 29.5%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
11,997
shares
|
$1.29 Million
0.51% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,976
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11,963
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
11,884
shares
|
$1.27 Million
0.17% of portfolio
|
Q2 2025
Added 90.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
11,850
shares
|
$1.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
11,840
shares
|
$1.27 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.77%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,823
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2020
Added 7.57%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
11,808
shares
|
$1.27 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
11,780
shares
|
$1.26 Million
0.46% of portfolio
|
Q2 2025
Added 11.87%
|