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 |
|---|---|---|---|---|---|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
46,442
shares
|
$4.98 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
46,194
shares
|
$4.95 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
46,004
shares
|
$4.93 Million
1.23% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,611
shares
|
$4.89 Million
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
45,267
shares
|
$4.85 Million
0.02% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
45,166
shares
|
$4.84 Million
0.09% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
45,056
shares
|
$4.83 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
44,943
shares
|
$4.82 Million
0.98% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
44,711
shares
|
$4.79 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
44,144
shares
|
$4.73 Million
0.01% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
43,958
shares
|
$4.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,886
shares
|
$4.71 Million
0.3% of portfolio
|
Q4 2023
Added 23.48%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
43,667
shares
|
$4.68 Million
2.48% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
43,158
shares
|
$4.63 Million
0.08% of portfolio
|
Q2 2025
Reduced 27.83%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
43,025
shares
|
$4.61 Million
0.74% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
42,817
shares
|
$4.59 Million
3.58% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
41,526
shares
|
$4.45 Million
0.33% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
40,996
shares
|
$4.4 Million
0.64% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
40,875
shares
|
$4.38 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
40,422
shares
|
$4.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 66.18%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
40,212
shares
|
$4.31 Million
0.03% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
39,565
shares
|
$4.24 Million
0.06% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,479
shares
|
$4.23 Million
0.03% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
39,397
shares
|
$4.22 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
|
$4.2 Million
2.45% of portfolio
|
Q2 2025
Reduced 1.67%
|