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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
53,303
shares
|
$5.68 Million
1.24% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
51,651
shares
|
$5.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
51,484
shares
|
$5.48 Million
4.57% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
51,397
shares
|
$5.47 Million
0.63% of portfolio
|
Q4 2023
Added 155.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
51,092
shares
|
$5.44 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
50,873
shares
|
$5.42 Million
1.26% of portfolio
|
Q1 2025
Added 16.17%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
50,813
shares
|
$5.41 Million
1.39% of portfolio
|
Q2 2025
Reduced 27.04%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
50,688
shares
|
$5.4 Million
0.59% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
50,415
shares
|
$5.37 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
50,317
shares
|
$5.36 Million
0.7% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
49,771
shares
|
$5.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 17.38%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
49,469
shares
|
$5.27 Million
0.46% of portfolio
|
Q2 2025
Added 30.95%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
49,097
shares
|
$5.23 Million
0.12% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
47,984
shares
|
$5.11 Million
0.48% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
47,909
shares
|
$5.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
47,887
shares
|
$5.1 Million
0.1% of portfolio
|
Q1 2025
Added 49.5%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
47,691
shares
|
$5.08 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
47,676
shares
|
$5.08 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
47,472
shares
|
$5.06 Million
1.85% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
46,442
shares
|
$4.95 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
46,425
shares
|
$4.95 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
45,946
shares
|
$4.89 Million
0.97% of portfolio
|
Q1 2025
Added 30.57%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,611
shares
|
$4.86 Million
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
45,267
shares
|
$4.82 Million
0.02% of portfolio
|
Q2 2025
Added 16.05%
|