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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
39,004
shares
|
$4.18 Million
0.26% of portfolio
|
Q2 2025
Added 49.7%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
38,274
shares
|
$4.1 Million
0.04% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
38,185
shares
|
$4.09 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
37,918
shares
|
$4.07 Million
1.49% of portfolio
|
Q2 2025
Added 25.06%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
37,686
shares
|
$4.04 Million
0.24% of portfolio
|
Q3 2022
Reduced 22.18%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
37,621
shares
|
$4.03 Million
1.12% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
37,600
shares
|
$4.03 Million
0.83% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
37,577
shares
|
$4.03 Million
1.18% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,497
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2025
Added 178.04%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
37,437
shares
|
$4.01 Million
0.49% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
37,237
shares
|
$3.99 Million
1.05% of portfolio
|
Q4 2021
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
36,852
shares
|
$3.95 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
36,639
shares
|
$3.93 Million
1.37% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
36,445
shares
|
$3.91 Million
0.91% of portfolio
|
Q4 2022
Added 1103.2%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
36,201
shares
|
$3.88 Million
1.62% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
36,170
shares
|
$3.88 Million
3.4% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
35,345
shares
|
$3.79 Million
3.02% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
35,323
shares
|
$3.79 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
35,050
shares
|
$3.76 Million
0.1% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
35,024
shares
|
$3.75 Million
1.89% of portfolio
|
Q4 2024
Added 277.13%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
34,535
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
33,714
shares
|
$3.61 Million
2.08% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
33,627
shares
|
$3.61 Million
0.98% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
33,355
shares
|
$3.58 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
33,353
shares
|
$3.58 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.91%
|