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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,600
shares
|
$278,746
0.04% of portfolio
|
Q2 2025
Added 76.27%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,600
shares
|
$278,746
0.0% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
2,591
shares
|
$277,781
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
2,568
shares
|
$275,315
0.18% of portfolio
|
Q4 2024
Reduced 75.14%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
2,558
shares
|
$274,243
0.17% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,556
shares
|
$274,028
0.02% of portfolio
|
Q4 2023
Reduced 31.75%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
2,550
shares
|
$273,385
0.0% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,539
shares
|
$272,206
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
2,535
shares
|
$271,777
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
2,535
shares
|
$271,777
0.1% of portfolio
|
Q2 2025
Added 32.1%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
2,535
shares
|
$271,777
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
2,532
shares
|
$271,455
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
2,517
shares
|
$269,847
0.07% of portfolio
|
Q2 2025
Reduced 31.0%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
2,507
shares
|
$268,775
0.03% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,461
shares
|
$263,843
0.04% of portfolio
|
Q3 2022
Reduced 7.52%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
2,460
shares
|
$263,736
0.04% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,457
shares
|
$263,414
0.02% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,452
shares
|
$262,878
0.03% of portfolio
|
Q3 2024
Reduced 38.59%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
2,437
shares
|
$261,270
0.11% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
2,431
shares
|
$260,627
0.12% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
2,429
shares
|
$260,413
0.06% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
2,425
shares
|
$259,984
0.09% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,419
shares
|
$259,340
0.03% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
2,370
shares
|
$254,087
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,368
shares
|
$253,873
0.05% of portfolio
|
Q2 2025
Added 3.54%
|