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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
526,015
shares
|
$56.4 Million
0.07% of portfolio
|
Q2 2025
Added 38.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
522,386
shares
|
$56 Million
0.01% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
493,800
shares
|
$52.9 Million
0.07% of portfolio
|
Q2 2025
Added 49.64%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
486,492
shares
|
$52.2 Million
9.1% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Wit, LLC
District Of Columbia, DC |
Aug 14, 2025 Q2 2025 |
418,588
shares
|
$44.9 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
411,285
shares
|
$44.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
397,823
shares
|
$42.7 Million
0.78% of portfolio
|
Q2 2025
Added 730.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
386,297
shares
|
$41.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
382,221
shares
|
$41 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
381,277
shares
|
$40.9 Million
3.84% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
345,796
shares
|
$37.1 Million
0.04% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
332,223
shares
|
$35.6 Million
1.01% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
310,219
shares
|
$33.3 Million
0.59% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
302,116
shares
|
$32.4 Million
0.31% of portfolio
|
Q2 2025
Reduced 65.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
298,896
shares
|
$32 Million
0.34% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
290,483
shares
|
$31.1 Million
0.33% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
286,031
shares
|
$30.7 Million
7.87% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
279,363
shares
|
$30 Million
0.06% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
278,065
shares
|
$29.8 Million
2.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
270,077
shares
|
$29 Million
0.07% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
266,631
shares
|
$28.6 Million
0.0% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
264,342
shares
|
$28.3 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
258,386
shares
|
$27.7 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.47%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
255,040
shares
|
$27.3 Million
2.51% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
254,317
shares
|
$27.3 Million
0.61% of portfolio
|
Q2 2025
Added 2.11%
|