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 |
|---|---|---|---|---|---|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
3,735
shares
|
$400,429
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
3,710
shares
|
$397,749
0.05% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,707
shares
|
$397,427
0.15% of portfolio
|
Q2 2022
Reduced 46.91%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
3,700
shares
|
$396,677
0.23% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
3,695
shares
|
$396,140
0.1% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
3,691
shares
|
$395,712
0.05% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
3,690
shares
|
$395,604
0.02% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
3,683
shares
|
$394,854
0.05% of portfolio
|
Q2 2025
Added 44.09%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,682
shares
|
$394,747
0.06% of portfolio
|
Q3 2022
Reduced 68.7%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
3,667
shares
|
$393,139
0.34% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
3,630
shares
|
$389,172
0.13% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
3,605
shares
|
$386,492
0.11% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$385,956
0.04% of portfolio
|
Q3 2022
Added 11.63%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
3,596
shares
|
$385,527
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
3,562
shares
|
$381,882
0.17% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
3,557
shares
|
$381,345
0.17% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
3,540
shares
|
$379,523
0.04% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
3,539
shares
|
$379,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,528
shares
|
$378,236
0.05% of portfolio
|
Q4 2024
Added 25.06%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
3,525
shares
|
$377,915
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,524
shares
|
$377,808
0.01% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
3,521
shares
|
$377,486
0.57% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
3,516
shares
|
$376,950
0.29% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
3,504
shares
|
$375,663
0.01% of portfolio
|
Q2 2025
Reduced 31.75%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
3,501
shares
|
$375,342
0.01% of portfolio
|
Q2 2025
Reduced 3.98%
|