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 |
|---|---|---|---|---|---|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
3,496
shares
|
$374,806
0.18% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3,496
shares
|
$374,806
0.21% of portfolio
|
Q1 2022
Reduced 9.62%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,469
shares
|
$371,911
0.04% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
3,425
shares
|
$367,194
0.12% of portfolio
|
Q1 2024
Added 6.2%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
3,424
shares
|
$367,087
0.07% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,421
shares
|
$366,765
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,401
shares
|
$364,621
0.25% of portfolio
|
Q2 2023
Reduced 35.83%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,387
shares
|
$363,120
0.09% of portfolio
|
Q2 2025
Reduced 16.96%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
3,371
shares
|
$361,404
0.24% of portfolio
|
Q1 2025
Reduced 23.11%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
3,358
shares
|
$360,011
0.03% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
3,346
shares
|
$358,724
0.07% of portfolio
|
Q2 2025
Reduced 63.74%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,310
shares
|
$354,865
0.03% of portfolio
|
Q2 2025
Added 40.37%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
3,299
shares
|
$353,685
0.25% of portfolio
|
Q2 2025
Reduced 46.25%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
3,296
shares
|
$353,364
0.19% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
3,293
shares
|
$353,042
0.14% of portfolio
|
Q1 2025
Added 3479.35%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
3,290
shares
|
$352,720
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
3,285
shares
|
$352,184
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,268
shares
|
$350,362
0.1% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
3,251
shares
|
$348,539
0.25% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
3,238
shares
|
$347,145
0.06% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,225
shares
|
$345,752
0.12% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,211
shares
|
$344,251
0.01% of portfolio
|
Q2 2025
Reduced 54.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,211
shares
|
$344,251
0.01% of portfolio
|
Q2 2025
Added 43.22%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
3,200
shares
|
$343,072
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,172
shares
|
$340,070
0.12% of portfolio
|
Q2 2025
Reduced 49.2%
|