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 929 institutions that hold shares in the stock, with a total of 83.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
31,877
shares
|
$3.37 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
31,655
shares
|
$3.34 Million
0.11% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
31,557
shares
|
$3.33 Million
0.31% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
31,527
shares
|
$3.33 Million
1.08% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
31,184
shares
|
$3.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.32%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
30,966
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2025
Added 126.34%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
30,948
shares
|
$3.27 Million
0.41% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
30,772
shares
|
$3.25 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
30,703
shares
|
$3.24 Million
0.11% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
30,613
shares
|
$3.23 Million
0.35% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
30,319
shares
|
$3.2 Million
0.98% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
29,801
shares
|
$3.15 Million
1.64% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
29,522
shares
|
$3.12 Million
0.62% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
29,452
shares
|
$3.11 Million
0.05% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
29,450
shares
|
$3.11 Million
1.17% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
29,224
shares
|
$3.09 Million
0.3% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
28,872
shares
|
$3.05 Million
1.42% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
28,828
shares
|
$3.04 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,687
shares
|
$3.03 Million
0.12% of portfolio
|
Q2 2020
Added 3.68%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
28,524
shares
|
$3.01 Million
0.07% of portfolio
|
Q1 2024
Reduced 24.49%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
28,519
shares
|
$3.01 Million
0.89% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
28,500
shares
|
$3.01 Million
0.86% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
28,424
shares
|
$3 Million
0.35% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
28,274
shares
|
$2.99 Million
0.25% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
28,269
shares
|
$2.99 Million
0.05% of portfolio
|
Q4 2024
Added 818.72%
|