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 930 institutions that hold shares in the stock, with a total of 83.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
5,277
shares
|
$559,098
0.55% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,273
shares
|
$558,674
0.02% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,251
shares
|
$556,343
0.03% of portfolio
|
Q1 2025
Added 25.74%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
5,134
shares
|
$543,947
0.02% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
5,118
shares
|
$542,252
0.1% of portfolio
|
Q1 2025
Reduced 30.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,113
shares
|
$541,722
0.02% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
5,101
shares
|
$540,450
0.18% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
5,072
shares
|
$537,378
0.11% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,072
shares
|
$537,378
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
5,059
shares
|
$536,001
0.01% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
5,031
shares
|
$533,034
0.03% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,020
shares
|
$531,869
0.05% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
5,000
shares
|
$529,750
0.08% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
4,996
shares
|
$529,326
0.08% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
4,988
shares
|
$528,478
0.02% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
4,954
shares
|
$524,876
0.04% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
4,950
shares
|
$524,452
0.19% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
4,879
shares
|
$516,930
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
4,878
shares
|
$516,824
0.34% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,846
shares
|
$513,433
0.08% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
4,844
shares
|
$513,221
0.04% of portfolio
|
Q1 2025
Added 32.35%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
4,820
shares
|
$510,679
0.51% of portfolio
|
Q1 2025
Reduced 19.26%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
4,816
shares
|
$510,255
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
4,800
shares
|
$508,560
0.36% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
4,793
shares
|
$507,818
0.14% of portfolio
|
Q1 2025
Added 0.08%
|