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 |
|---|---|---|---|---|---|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
7,150
shares
|
$766,551
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,051
shares
|
$755,937
0.01% of portfolio
|
Q2 2025
Added 60.14%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
7,045
shares
|
$755,294
0.06% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
7,011
shares
|
$751,649
0.3% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
6,999
shares
|
$750,362
0.15% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
6,969
shares
|
$747,146
0.05% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
6,956
shares
|
$745,752
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
6,936
shares
|
$743,608
0.36% of portfolio
|
Q2 2025
Added 27.06%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
6,894
shares
|
$739,105
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,887
shares
|
$738,355
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,863
shares
|
$735,782
0.1% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
6,842
shares
|
$733,530
0.4% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6,829
shares
|
$732,137
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
6,813
shares
|
$730,421
0.27% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
6,803
shares
|
$729,349
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
6,756
shares
|
$724,310
0.1% of portfolio
|
Q1 2025
Added 21.71%
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
6,750
shares
|
$723,667
0.07% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
6,689
shares
|
$717,127
0.27% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
6,679
shares
|
$716,055
0.03% of portfolio
|
Q2 2025
Added 69.73%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
6,659
shares
|
$713,911
0.09% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
6,650
shares
|
$712,946
0.11% of portfolio
|
Q1 2020
Added 52.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
6,581
shares
|
$705,549
0.01% of portfolio
|
Q2 2025
Added 60.63%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
6,416
shares
|
$687,859
0.32% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,407
shares
|
$686,894
0.57% of portfolio
|
Q4 2022
Added 164.53%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
6,392
shares
|
$685,286
0.04% of portfolio
|
Q2 2025
Added 86.79%
|