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 952 institutions that hold shares in the stock, with a total of 75.9 Million shares, which have been reported (via 13F filing form) to have a value of $8.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
50,811
shares
|
$5.41 Million
1.74% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
50,788
shares
|
$5.41 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
50,742
shares
|
$5.4 Million
0.08% of portfolio
|
Q3 2025
Added 25.53%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
50,688
shares
|
$5.4 Million
0.59% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
50,374
shares
|
$5.37 Million
0.98% of portfolio
|
Q4 2025
Added 5.2%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
49,127
shares
|
$5.23 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
49,074
shares
|
$5.23 Million
1.53% of portfolio
|
Q4 2025
Added 106.31%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
47,694
shares
|
$5.08 Million
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
47,500
shares
|
$5.06 Million
0.12% of portfolio
|
Q3 2025
Added 130.09%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
47,081
shares
|
$5.01 Million
0.42% of portfolio
|
Q3 2025
Added 1322.39%
|
|
|
Lindenwold Advisors
|
Dec 16, 2025 Q3 2025 |
46,816
shares
|
$4.99 Million
2.45% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
46,807
shares
|
$4.99 Million
0.94% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
46,762
shares
|
$4.98 Million
0.09% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
46,730
shares
|
$4.98 Million
0.79% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
46,598
shares
|
$4.96 Million
3.66% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
46,516
shares
|
$4.95 Million
1.37% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
46,353
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
45,972
shares
|
$4.9 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
45,960
shares
|
$4.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
45,920
shares
|
$4.89 Million
4.14% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
45,682
shares
|
$4.87 Million
0.09% of portfolio
|
Q4 2025
Added 9.78%
|
|
|
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
|
Oct 15, 2025 Q3 2025 |
45,038
shares
|
$4.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
45,034
shares
|
$4.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 11.87%
|
|