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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,748
shares
|
$616,243
0.01% of portfolio
|
Q1 2024
Added 16.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,709
shares
|
$612,061
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
5,699
shares
|
$610,989
0.2% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,690
shares
|
$610,024
0.02% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
5,637
shares
|
$604,342
0.07% of portfolio
|
Q2 2025
Added 163.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,609
shares
|
$601,340
0.02% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,565
shares
|
$596,623
0.03% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
5,551
shares
|
$595,122
0.37% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
5,543
shares
|
$594,265
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5,535
shares
|
$593,407
0.09% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
5,477
shares
|
$587,189
0.52% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
5,416
shares
|
$580,649
0.02% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
5,411
shares
|
$580,113
0.41% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
5,383
shares
|
$577,111
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,366
shares
|
$575,288
0.08% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
5,330
shares
|
$571,429
0.11% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
5,326
shares
|
$571,000
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
5,309
shares
|
$569,177
0.23% of portfolio
|
Q1 2025
Reduced 34.63%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
5,297
shares
|
$567,891
0.02% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
5,293
shares
|
$567,462
0.1% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
5,277
shares
|
$565,747
0.55% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,208
shares
|
$558,349
0.1% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
5,190
shares
|
$556,419
0.35% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,166
shares
|
$553,846
0.03% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
5,131
shares
|
$550,094
0.32% of portfolio
|
Q2 2025
Reduced 10.47%
|