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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
129
shares
|
$13,830
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
122
shares
|
$13,079
0.0% of portfolio
|
Q1 2025
Reduced 51.59%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
122
shares
|
$13,079
0.0% of portfolio
|
Q2 2025
Reduced 84.65%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
118
shares
|
$12,650
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
115
shares
|
$12,329
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
115
shares
|
$12,329
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
110
shares
|
$11,793
0.0% of portfolio
|
Q1 2025
Reduced 56.0%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
108
shares
|
$11,578
0.0% of portfolio
|
Q2 2025
Reduced 95.11%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$10,721
0.0% of portfolio
|
Q2 2022
Reduced 73.68%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$10,721
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
85
shares
|
$9,112
0.0% of portfolio
|
Q2 2025
Reduced 70.59%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
72
shares
|
$7,719
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
61
shares
|
$6,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
56
shares
|
$6,003
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
54
shares
|
$5,789
0.0% of portfolio
|
Q2 2025
Reduced 37.21%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
50
shares
|
$5,360
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
48
shares
|
$5,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
46
shares
|
$4,931
0.0% of portfolio
|
Q2 2025
Reduced 45.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
43
shares
|
$4,610
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
39
shares
|
$4,181
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
36
shares
|
$3,859
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
34
shares
|
$3,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
31
shares
|
$3,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
22
shares
|
$2,358
0.0% of portfolio
|
Q2 2025
Reduced 65.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
5
shares
|
$536
0.0% of portfolio
|
Q1 2025
New holding
|