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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
5,126
shares
|
$549,558
0.16% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
5,119
shares
|
$548,807
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,119
shares
|
$548,807
0.06% of portfolio
|
Q2 2025
Reduced 50.99%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
5,118
shares
|
$548,700
0.1% of portfolio
|
Q1 2025
Reduced 30.58%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
5,109
shares
|
$547,735
0.05% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,072
shares
|
$543,769
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
5,059
shares
|
$542,375
0.01% of portfolio
|
Q1 2025
Reduced 20.87%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,031
shares
|
$539,373
0.02% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,028
shares
|
$539,051
0.09% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
5,025
shares
|
$538,730
0.08% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
5,020
shares
|
$538,194
0.04% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
5,000
shares
|
$536,050
0.08% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
4,984
shares
|
$534,334
0.34% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
4,957
shares
|
$531,439
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,950
shares
|
$530,689
0.18% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
4,939
shares
|
$529,510
0.01% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
4,926
shares
|
$528,116
0.45% of portfolio
|
Q4 2024
Added 105.58%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
4,925
shares
|
$528,009
0.04% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,907
shares
|
$526,079
0.02% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,879
shares
|
$523,077
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
4,762
shares
|
$510,534
0.01% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
4,710
shares
|
$504,959
0.36% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,702
shares
|
$504,101
0.04% of portfolio
|
Q3 2022
Added 88.76%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
4,694
shares
|
$503,243
0.12% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
4,669
shares
|
$500,563
0.44% of portfolio
|
Q2 2025
Added 41.1%
|