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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
97,864
shares
|
$10.5 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
97,860
shares
|
$10.5 Million
0.06% of portfolio
|
Q2 2025
Added 51.39%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
96,628
shares
|
$10.4 Million
3.23% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
94,867
shares
|
$10.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
94,218
shares
|
$10.1 Million
0.47% of portfolio
|
Q2 2025
Added 45.68%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
91,451
shares
|
$9.8 Million
1.79% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
90,007
shares
|
$9.65 Million
0.03% of portfolio
|
Q2 2025
Added 48.23%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
88,830
shares
|
$9.52 Million
0.03% of portfolio
|
Q2 2025
Added 11.46%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
88,566
shares
|
$9.5 Million
0.98% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
88,007
shares
|
$9.44 Million
0.23% of portfolio
|
Q2 2025
Added 29.79%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
87,599
shares
|
$9.39 Million
0.16% of portfolio
|
Q2 2025
Added 29.52%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
85,945
shares
|
$9.21 Million
0.37% of portfolio
|
Q2 2025
Reduced 50.22%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
85,213
shares
|
$9.14 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
83,722
shares
|
$8.98 Million
0.13% of portfolio
|
Q2 2025
Added 36.5%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
83,457
shares
|
$8.95 Million
3.41% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
83,020
shares
|
$8.9 Million
0.01% of portfolio
|
Q2 2025
Added 126.56%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
81,975
shares
|
$8.79 Million
0.88% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
81,485
shares
|
$8.74 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
80,402
shares
|
$8.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
80,020
shares
|
$8.58 Million
0.64% of portfolio
|
Q2 2025
Added 20.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
79,361
shares
|
$8.51 Million
0.32% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
79,141
shares
|
$8.48 Million
1.23% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
77,970
shares
|
$8.36 Million
0.13% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
75,419
shares
|
$8.09 Million
2.34% of portfolio
|
Q2 2025
Added 18.91%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
75,300
shares
|
$8.07 Million
0.51% of portfolio
|
Q2 2025
Added 42.13%
|