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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
472
shares
|
$50,603
0.08% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
450
shares
|
$48,244
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
435
shares
|
$46,636
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
423
shares
|
$45,349
0.0% of portfolio
|
Q2 2025
Added 1264.52%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
420
shares
|
$45,028
0.01% of portfolio
|
Q2 2025
Reduced 97.44%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
400
shares
|
$42,884
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
375
shares
|
$40,203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
364
shares
|
$39,024
0.03% of portfolio
|
Q2 2025
Added 87.63%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
329
shares
|
$35,272
0.01% of portfolio
|
Q3 2023
Reduced 13.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
300
shares
|
$32,162
0.0% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
280
shares
|
$30,018
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
264
shares
|
$28,303
0.07% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
259
shares
|
$27,767
0.02% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
252
shares
|
$27,016
0.01% of portfolio
|
Q2 2025
Reduced 38.49%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
252
shares
|
$27,016
0.01% of portfolio
|
Q2 2025
Reduced 70.42%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
241
shares
|
$25,837
0.02% of portfolio
|
Q2 2025
Added 165.98%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
239
shares
|
$25,623
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
214
shares
|
$22,942
0.0% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
203
shares
|
$21,763
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
200
shares
|
$21,442
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
200
shares
|
$21,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
197
shares
|
$21,120
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
187
shares
|
$20,048
0.01% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
181
shares
|
$19,405
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
144
shares
|
$15,438
0.0% of portfolio
|
Q2 2025
Reduced 89.25%
|