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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
243,754
shares
|
$26.1 Million
0.33% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
239,685
shares
|
$25.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
235,731
shares
|
$25.3 Million
1.95% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
231,557
shares
|
$24.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
230,019
shares
|
$24.7 Million
7.4% of portfolio
|
Q2 2025
Added 6033.84%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
216,032
shares
|
$23.2 Million
0.05% of portfolio
|
Q2 2025
Added 524.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
213,359
shares
|
$22.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
211,503
shares
|
$22.7 Million
0.04% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
203,146
shares
|
$21.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
200,825
shares
|
$21.5 Million
0.45% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
200,505
shares
|
$21.5 Million
0.1% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
198,105
shares
|
$21.2 Million
2.44% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
197,126
shares
|
$21.1 Million
0.23% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
194,536
shares
|
$20.9 Million
0.08% of portfolio
|
Q2 2025
Added 22.35%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
187,215
shares
|
$20.1 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
185,745
shares
|
$19.9 Million
0.47% of portfolio
|
Q2 2025
Added 322.23%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
179,410
shares
|
$19.2 Million
0.66% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
172,817
shares
|
$18.5 Million
2.87% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
171,641
shares
|
$18.4 Million
0.2% of portfolio
|
Q2 2025
Added 1228.49%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
170,895
shares
|
$18.3 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
170,066
shares
|
$18.2 Million
0.74% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
159,994
shares
|
$17.2 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
157,870
shares
|
$16.9 Million
0.69% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
157,618
shares
|
$16.9 Million
2.76% of portfolio
|
Q2 2025
Reduced 70.3%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
156,443
shares
|
$16.8 Million
0.57% of portfolio
|
Q2 2025
Added 0.21%
|