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 959 institutions that hold shares in the stock, with a total of 76.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
3,647
shares
|
$388,441
0.12% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
3,632
shares
|
$386,844
0.26% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
3,630
shares
|
$386,631
0.12% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$383,436
0.04% of portfolio
|
Q3 2022
Added 11.63%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Jan 23, 2026 Q4 2025 |
3,582
shares
|
$381,518
0.09% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
3,565
shares
|
$379,708
0.08% of portfolio
|
Q4 2025
Reduced 14.3%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
3,561
shares
|
$379,282
0.16% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
3,555
shares
|
$378,643
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
3,540
shares
|
$377,045
0.04% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
3,535
shares
|
$376,512
0.07% of portfolio
|
Q4 2025
Added 83.64%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,528
shares
|
$375,767
0.05% of portfolio
|
Q4 2024
Added 25.06%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
3,521
shares
|
$375,021
0.57% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
3,519
shares
|
$374,808
0.04% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,504
shares
|
$373,211
0.01% of portfolio
|
Q2 2025
Reduced 31.75%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
3,501
shares
|
$372,891
0.01% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
3,496
shares
|
$372,358
0.18% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3,496
shares
|
$372,358
0.21% of portfolio
|
Q1 2022
Reduced 9.62%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
3,472
shares
|
$369,802
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,469
shares
|
$369,483
0.04% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
3,464
shares
|
$368,950
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
3,443
shares
|
$366,713
0.09% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
3,425
shares
|
$364,796
0.12% of portfolio
|
Q1 2024
Added 6.2%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
3,409
shares
|
$363,092
0.06% of portfolio
|
Q3 2025
Reduced 23.43%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
3,409
shares
|
$363,092
0.0% of portfolio
|
Q3 2025
Reduced 30.98%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,401
shares
|
$362,240
0.25% of portfolio
|
Q2 2023
Reduced 35.83%
|
|