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 942 institutions that hold shares in the stock, with a total of 73.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
68,486
shares
|
$7.3 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
68,201
shares
|
$7.26 Million
0.69% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
67,550
shares
|
$7.2 Million
4.32% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
66,642
shares
|
$7.1 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
66,453
shares
|
$7.08 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
65,049
shares
|
$6.93 Million
0.31% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
64,912
shares
|
$6.91 Million
0.1% of portfolio
|
Q3 2023
Reduced 23.76%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
64,674
shares
|
$6.89 Million
0.35% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
64,640
shares
|
$6.89 Million
0.04% of portfolio
|
Q1 2025
Added 85.49%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
62,842
shares
|
$6.69 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,336
shares
|
$6.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
61,769
shares
|
$6.58 Million
0.01% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
61,693
shares
|
$6.57 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
61,335
shares
|
$6.53 Million
0.1% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
60,641
shares
|
$6.46 Million
2.89% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
59,800
shares
|
$6.37 Million
1.94% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
59,798
shares
|
$6.37 Million
0.14% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
59,583
shares
|
$6.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 82.54%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
56,211
shares
|
$5.99 Million
1.65% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
56,161
shares
|
$5.98 Million
0.04% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
55,810
shares
|
$5.94 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
54,527
shares
|
$5.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
54,219
shares
|
$5.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
53,705
shares
|
$5.72 Million
0.59% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
53,367
shares
|
$5.68 Million
0.11% of portfolio
|
Q1 2025
Added 72.16%
|