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 949 institutions that hold shares in the stock, with a total of 75.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
154,590
shares
|
$16.5 Million
0.83% of portfolio
|
Q4 2025
Added 0.79%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
149,926
shares
|
$16 Million
0.17% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
148,758
shares
|
$15.8 Million
2.35% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
141,259
shares
|
$15 Million
0.2% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
140,390
shares
|
$15 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
139,819
shares
|
$14.9 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
136,837
shares
|
$14.6 Million
1.79% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
134,995
shares
|
$14.4 Million
4.05% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
134,403
shares
|
$14.3 Million
0.1% of portfolio
|
Q2 2025
Added 84.93%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
130,304
shares
|
$13.9 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
128,691
shares
|
$13.7 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
123,396
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2025
Added 48.63%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
122,291
shares
|
$13 Million
0.29% of portfolio
|
Q3 2025
Reduced 34.16%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
119,950
shares
|
$12.8 Million
0.04% of portfolio
|
Q3 2025
Added 846.8%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
119,511
shares
|
$12.7 Million
0.79% of portfolio
|
Q3 2025
Added 16.91%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
118,983
shares
|
$12.7 Million
0.81% of portfolio
|
Q4 2022
Reduced 20.04%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
116,236
shares
|
$12.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
115,487
shares
|
$12.3 Million
0.19% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
112,135
shares
|
$11.9 Million
1.46% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
111,584
shares
|
$11.9 Million
2.28% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
109,263
shares
|
$11.6 Million
1.38% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
108,573
shares
|
$11.6 Million
0.22% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
108,102
shares
|
$11.5 Million
2.75% of portfolio
|
Q3 2025
Reduced 53.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
104,286
shares
|
$11.1 Million
0.25% of portfolio
|
Q3 2025
Added 18.5%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
103,376
shares
|
$11 Million
1.02% of portfolio
|
Q3 2025
Reduced 9.24%
|
|