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 |
|---|---|---|---|---|---|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,135
shares
|
$1.09 Million
0.29% of portfolio
|
Q2 2025
Added 60.44%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
10,070
shares
|
$1.08 Million
0.24% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
9,977
shares
|
$1.07 Million
0.59% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
9,920
shares
|
$1.06 Million
0.22% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
9,888
shares
|
$1.06 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
9,672
shares
|
$1.04 Million
0.2% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
9,545
shares
|
$1.02 Million
0.19% of portfolio
|
Q2 2025
Added 385.01%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
9,404
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
9,346
shares
|
$1 Million
0.14% of portfolio
|
Q1 2025
Added 51.75%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
9,344
shares
|
$1 Million
0.14% of portfolio
|
Q2 2025
Added 32.84%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,314
shares
|
$998,553
0.27% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
9,234
shares
|
$989,977
0.83% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
9,195
shares
|
$985,795
0.07% of portfolio
|
Q2 2025
Reduced 17.31%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
9,188
shares
|
$985,045
0.25% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
9,145
shares
|
$980,435
0.0% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,134
shares
|
$979,256
0.49% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
9,112
shares
|
$976,897
0.16% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
9,101
shares
|
$975,718
0.36% of portfolio
|
Q2 2025
Added 60.57%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
9,080
shares
|
$973,466
0.06% of portfolio
|
Q2 2025
Reduced 52.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
9,077
shares
|
$973,145
0.1% of portfolio
|
Q2 2025
Added 26.9%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
8,932
shares
|
$957,599
0.22% of portfolio
|
Q2 2025
Reduced 34.97%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
8,853
shares
|
$949,130
0.07% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
8,853
shares
|
$949,130
0.08% of portfolio
|
Q2 2025
Added 196.58%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
8,817
shares
|
$945,270
0.08% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
8,800
shares
|
$943,448
0.11% of portfolio
|
Q1 2025
Reduced 30.71%
|