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 952 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 $8.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
4,879
shares
|
$519,662
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
4,852
shares
|
$516,786
0.24% of portfolio
|
Q4 2025
Added 11.46%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,797
shares
|
$510,928
0.01% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
4,788
shares
|
$509,969
0.33% of portfolio
|
Q3 2025
Reduced 42.2%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
4,750
shares
|
$505,922
0.02% of portfolio
|
Q3 2025
Reduced 71.39%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
4,749
shares
|
$505,815
0.37% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
4,705
shares
|
$501,129
0.18% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,702
shares
|
$500,810
0.04% of portfolio
|
Q3 2022
Added 88.76%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
4,685
shares
|
$498,999
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
4,680
shares
|
$498,466
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
4,678
shares
|
$498,253
0.0% of portfolio
|
Q4 2025
Reduced 7.33%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
4,667
shares
|
$497,082
0.02% of portfolio
|
Q4 2025
Reduced 6.32%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
4,634
shares
|
$493,567
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,631
shares
|
$493,247
0.01% of portfolio
|
Q4 2023
Reduced 81.0%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
4,627
shares
|
$492,821
0.33% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
4,626
shares
|
$492,715
0.06% of portfolio
|
Q3 2025
Reduced 38.36%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,602
shares
|
$490,159
0.05% of portfolio
|
Q3 2025
Reduced 23.24%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
4,595
shares
|
$489,413
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
4,593
shares
|
$489,200
0.01% of portfolio
|
Q3 2025
Reduced 24.72%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
4,524
shares
|
$481,851
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
4,507
shares
|
$480,040
0.02% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
4,496
shares
|
$478,868
0.3% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
4,494
shares
|
$478,655
0.36% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,401
shares
|
$468,750
0.02% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
4,387
shares
|
$467,259
0.35% of portfolio
|
Q3 2024
Reduced 52.83%
|
|