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 950 institutions that hold shares in the stock, with a total of 75.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,886
shares
|
$4.67 Million
0.3% of portfolio
|
Q4 2023
Added 23.48%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
43,587
shares
|
$4.64 Million
0.32% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
43,498
shares
|
$4.63 Million
0.06% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
43,052
shares
|
$4.59 Million
0.7% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
41,613
shares
|
$4.43 Million
0.09% of portfolio
|
Q3 2025
Added 34.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
41,148
shares
|
$4.38 Million
0.05% of portfolio
|
Q3 2025
Added 71.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
41,112
shares
|
$4.38 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.6%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
40,790
shares
|
$4.34 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
40,600
shares
|
$4.32 Million
6.24% of portfolio
|
Q3 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
39,943
shares
|
$4.25 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
39,850
shares
|
$4.24 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
39,325
shares
|
$4.19 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
39,242
shares
|
$4.18 Million
3.0% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
39,095
shares
|
$4.16 Million
2.3% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
38,832
shares
|
$4.14 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
38,216
shares
|
$4.07 Million
0.45% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
37,945
shares
|
$4.04 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
37,910
shares
|
$4.04 Million
0.79% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
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%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
37,623
shares
|
$4.01 Million
1.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
37,237
shares
|
$3.97 Million
1.02% of portfolio
|
Q4 2021
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
36,991
shares
|
$3.94 Million
0.37% of portfolio
|
Q3 2025
Added 116.88%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
36,852
shares
|
$3.93 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
36,643
shares
|
$3.9 Million
0.35% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
36,497
shares
|
$3.89 Million
1.49% of portfolio
|
Q3 2025
Added 0.82%
|
|