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 953 institutions that hold shares in the stock, with a total of 75.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
7,402
shares
|
$788,387
0.18% of portfolio
|
Q4 2025
Reduced 26.36%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
7,390
shares
|
$787,108
0.05% of portfolio
|
Q3 2025
Reduced 30.94%
|
|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
7,372
shares
|
$785,191
0.29% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
7,368
shares
|
$784,765
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,304
shares
|
$777,949
0.0% of portfolio
|
Q3 2025
Added 224.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
7,293
shares
|
$776,777
0.01% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
7,232
shares
|
$770,280
0.05% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
7,214
shares
|
$768,363
0.09% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
7,163
shares
|
$762,931
1.15% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 15, 2026 Q4 2025 |
7,096
shares
|
$755,794
0.01% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Clarus Group, Inc.
|
Jan 16, 2026 Q4 2025 |
7,093
shares
|
$755,475
0.29% of portfolio
|
Q4 2025
Reduced 12.62%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
6,999
shares
|
$745,463
0.14% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
6,999
shares
|
$745,463
0.03% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
6,925
shares
|
$737,581
0.36% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,891
shares
|
$733,960
0.02% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
6,853
shares
|
$729,913
0.25% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
6,834
shares
|
$727,889
0.07% of portfolio
|
Q4 2025
Reduced 49.55%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
6,750
shares
|
$718,942
0.07% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
6,739
shares
|
$717,770
0.08% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,705
shares
|
$714,149
0.12% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 13, 2025 Q3 2025 |
6,650
shares
|
$708,291
0.1% of portfolio
|
Q1 2020
Added 52.87%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
6,650
shares
|
$708,291
0.09% of portfolio
|
Q4 2025
Reduced 4.39%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
6,570
shares
|
$699,770
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
6,567
shares
|
$699,451
0.0% of portfolio
|
Q3 2025
Added 140.02%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
6,565
shares
|
$699,238
0.13% of portfolio
|
Q3 2025
Added 4.21%
|
|