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 |
|---|---|---|---|---|---|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
2,367
shares
|
$253,766
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
2,342
shares
|
$251,085
0.19% of portfolio
|
Q1 2025
Added 105.81%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
2,317
shares
|
$248,405
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
2,303
shares
|
$246,904
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,292
shares
|
$245,725
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
2,264
shares
|
$242,723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
2,259
shares
|
$242,187
0.19% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,249
shares
|
$241,115
0.0% of portfolio
|
Q2 2025
Reduced 29.67%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,240
shares
|
$240,150
0.02% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
2,230
shares
|
$239,078
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
2,210
shares
|
$236,934
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
2,202
shares
|
$236,076
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
2,202
shares
|
$236,076
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
2,186
shares
|
$234,361
0.05% of portfolio
|
Q1 2024
Reduced 66.56%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,150
shares
|
$230,501
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
2,150
shares
|
$230,501
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
2,148
shares
|
$230,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
2,121
shares
|
$227,392
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
2,112
shares
|
$226,427
0.04% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
2,092
shares
|
$224,283
0.02% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
2,080
shares
|
$222,996
0.18% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
2,080
shares
|
$222,996
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
2,073
shares
|
$222,246
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,039
shares
|
$218,601
0.0% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
2,035
shares
|
$218,172
0.05% of portfolio
|
Q3 2023
Reduced 31.67%
|