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 |
|---|---|---|---|---|---|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
323
shares
|
$34,405
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
300
shares
|
$31,956
0.0% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
280
shares
|
$29,825
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
262
shares
|
$27,908
0.08% of portfolio
|
Q1 2025
Reduced 81.75%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
259
shares
|
$27,588
0.02% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
252
shares
|
$26,843
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
238
shares
|
$25,351
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
214
shares
|
$22,795
0.0% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
200
shares
|
$21,304
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
200
shares
|
$21,304
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
200
shares
|
$21,304
0.01% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
197
shares
|
$20,984
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
194
shares
|
$20,664
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
187
shares
|
$19,919
0.01% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
129
shares
|
$13,741
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
126
shares
|
$13,421
0.01% of portfolio
|
Q1 2025
Reduced 45.69%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
122
shares
|
$12,995
0.0% of portfolio
|
Q1 2025
Reduced 51.59%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
115
shares
|
$12,249
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
115
shares
|
$12,249
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
114
shares
|
$12,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
110
shares
|
$11,717
0.0% of portfolio
|
Q1 2025
Reduced 56.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$10,652
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$10,652
0.0% of portfolio
|
Q2 2022
Reduced 73.68%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
86
shares
|
$9,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
85
shares
|
$9,054
0.0% of portfolio
|
Q2 2025
Reduced 70.59%
|