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 |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
143,333
shares
|
$15.4 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
142,680
shares
|
$15.3 Million
0.59% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
140,610
shares
|
$15.1 Million
0.95% of portfolio
|
Q2 2025
Added 35.36%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
140,390
shares
|
$15.1 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
137,877
shares
|
$14.8 Million
0.18% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
134,403
shares
|
$14.4 Million
0.1% of portfolio
|
Q2 2025
Added 84.93%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
134,037
shares
|
$14.4 Million
0.19% of portfolio
|
Q2 2025
Added 26.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
133,662
shares
|
$14.3 Million
0.04% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Aug 08, 2025 Q2 2025 |
130,304
shares
|
$14 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
125,984
shares
|
$13.5 Million
4.16% of portfolio
|
Q2 2025
Reduced 20.72%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
125,882
shares
|
$13.5 Million
1.7% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
123,539
shares
|
$13.2 Million
2.46% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
118,983
shares
|
$12.8 Million
0.81% of portfolio
|
Q4 2022
Reduced 20.04%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
117,055
shares
|
$12.5 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
116,067
shares
|
$12.4 Million
1.48% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
114,320
shares
|
$12.3 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
113,906
shares
|
$12.2 Million
1.17% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
109,496
shares
|
$11.7 Million
1.51% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
107,507
shares
|
$11.5 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
107,503
shares
|
$11.5 Million
0.24% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
103,271
shares
|
$11.1 Million
0.55% of portfolio
|
Q3 2023
Reduced 56.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
102,775
shares
|
$11 Million
0.01% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
102,223
shares
|
$11 Million
0.71% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
98,841
shares
|
$10.6 Million
0.06% of portfolio
|
Q2 2025
Added 14.92%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
98,245
shares
|
$10.5 Million
1.85% of portfolio
|
Q3 2023
Added 1.88%
|