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 |
|---|---|---|---|---|---|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
11,731
shares
|
$1.26 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
11,616
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 63.19%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
11,537
shares
|
$1.24 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
11,487
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
11,480
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
11,450
shares
|
$1.23 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
11,415
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
11,395
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
11,278
shares
|
$1.21 Million
0.13% of portfolio
|
Q3 2024
Added 56.31%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
11,160
shares
|
$1.2 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
11,117
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Reduced 63.79%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
10,949
shares
|
$1.17 Million
0.24% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
10,825
shares
|
$1.16 Million
0.55% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
10,779
shares
|
$1.16 Million
0.83% of portfolio
|
Q2 2025
Added 65.68%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
10,738
shares
|
$1.15 Million
0.77% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
10,735
shares
|
$1.15 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
10,725
shares
|
$1.15 Million
0.32% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
10,701
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
10,684
shares
|
$1.15 Million
0.57% of portfolio
|
Q2 2025
Added 59.68%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
10,601
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,578
shares
|
$1.13 Million
0.15% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
10,435
shares
|
$1.12 Million
0.88% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
10,325
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
10,235
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Added 105.32%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
10,204
shares
|
$1.09 Million
0.82% of portfolio
|
Q2 2025
Added 0.01%
|