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 942 institutions that hold shares in the stock, with a total of 73.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
235,869
shares
|
$25.1 Million
0.09% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
235,731
shares
|
$25.1 Million
1.95% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
231,557
shares
|
$24.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
211,503
shares
|
$22.5 Million
0.04% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
204,951
shares
|
$21.8 Million
0.3% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
198,105
shares
|
$21.1 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 Million
0.23% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
193,892
shares
|
$20.7 Million
0.37% of portfolio
|
Q1 2025
Added 695.55%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
187,215
shares
|
$19.9 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
186,962
shares
|
$19.9 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
180,391
shares
|
$19.2 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
177,350
shares
|
$18.9 Million
0.1% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
172,817
shares
|
$18.4 Million
2.87% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
172,650
shares
|
$18.4 Million
0.86% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
171,641
shares
|
$18.3 Million
0.2% of portfolio
|
Q2 2025
Added 1228.49%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
170,895
shares
|
$18.2 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
170,066
shares
|
$18.1 Million
0.74% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
164,800
shares
|
$17.6 Million
0.19% of portfolio
|
Q1 2025
Added 33.15%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
159,994
shares
|
$17 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
158,994
shares
|
$16.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
158,916
shares
|
$16.9 Million
5.77% of portfolio
|
Q1 2025
Added 37.14%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
156,122
shares
|
$16.6 Million
0.62% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
143,333
shares
|
$15.3 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
140,816
shares
|
$15 Million
0.13% of portfolio
|
Q1 2025
Added 32.54%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
140,610
shares
|
$15 Million
0.95% of portfolio
|
Q2 2025
Added 35.36%
|