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 |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
44,993
shares
|
$4.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
44,488
shares
|
$4.74 Million
2.68% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
44,282
shares
|
$4.72 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
44,144
shares
|
$4.7 Million
0.01% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
44,092
shares
|
$4.7 Million
0.02% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
43,991
shares
|
$4.69 Million
0.12% of portfolio
|
Q1 2025
Added 62.38%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,886
shares
|
$4.67 Million
0.3% of portfolio
|
Q4 2023
Added 23.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
43,518
shares
|
$4.64 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Horiko Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
43,078
shares
|
$4.59 Million
1.34% of portfolio
|
Q4 2024
Reduced 33.6%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
43,025
shares
|
$4.58 Million
0.74% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Apr 28, 2025 Q1 2025 |
42,897
shares
|
$4.57 Million
3.81% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
42,846
shares
|
$4.56 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
42,465
shares
|
$4.52 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
41,875
shares
|
$4.46 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
40,446
shares
|
$4.31 Million
0.96% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
39,565
shares
|
$4.21 Million
0.06% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,479
shares
|
$4.21 Million
0.03% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
39,397
shares
|
$4.2 Million
0.18% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
39,210
shares
|
$4.18 Million
2.45% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
39,008
shares
|
$4.16 Million
0.02% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
38,658
shares
|
$4.12 Million
1.06% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
37,686
shares
|
$4.01 Million
0.24% of portfolio
|
Q3 2022
Reduced 22.18%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
37,437
shares
|
$3.99 Million
0.49% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
37,339
shares
|
$3.98 Million
0.05% of portfolio
|
Q1 2025
Reduced 57.34%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
37,237
shares
|
$3.97 Million
1.05% of portfolio
|
Q4 2021
New holding
|