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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
4,631
shares
|
$496,489
0.01% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,631
shares
|
$496,489
0.01% of portfolio
|
Q4 2023
Reduced 81.0%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
4,615
shares
|
$494,774
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
4,590
shares
|
$492,093
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
4,524
shares
|
$485,018
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
4,507
shares
|
$483,195
0.04% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,452
shares
|
$477,298
0.09% of portfolio
|
Q2 2025
Added 31.4%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
4,432
shares
|
$475,154
0.17% of portfolio
|
Q2 2025
Reduced 24.83%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
4,387
shares
|
$470,330
0.36% of portfolio
|
Q3 2024
Reduced 52.83%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
4,350
shares
|
$466,363
0.06% of portfolio
|
Q4 2023
Reduced 6.45%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,332
shares
|
$464,433
0.07% of portfolio
|
Q3 2022
Reduced 49.74%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,313
shares
|
$462,396
0.04% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
4,310
shares
|
$462,075
0.06% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
4,290
shares
|
$459,930
0.03% of portfolio
|
Q2 2025
Reduced 27.87%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
4,264
shares
|
$457,143
0.19% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
4,255
shares
|
$456,178
0.11% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
4,255
shares
|
$456,178
0.38% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
4,253
shares
|
$455,964
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,239
shares
|
$454,463
0.03% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,226
shares
|
$453,069
0.01% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
4,175
shares
|
$447,601
0.3% of portfolio
|
Q2 2025
Added 43.97%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
4,160
shares
|
$445,993
0.09% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
4,132
shares
|
$442,991
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
4,126
shares
|
$442,348
0.14% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
4,120
shares
|
$441,705
0.17% of portfolio
|
Q2 2025
Added 13.06%
|