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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
36,445
shares
|
$3.88 Million
0.91% of portfolio
|
Q4 2022
Added 1103.2%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
36,405
shares
|
$3.88 Million
3.14% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
36,230
shares
|
$3.86 Million
0.06% of portfolio
|
Q3 2025
Added 8.62%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
36,164
shares
|
$3.85 Million
0.09% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
35,320
shares
|
$3.76 Million
1.07% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
35,024
shares
|
$3.73 Million
1.89% of portfolio
|
Q4 2024
Added 277.13%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
34,945
shares
|
$3.72 Million
0.93% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
34,941
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
34,360
shares
|
$3.66 Million
0.51% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
34,290
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
34,259
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
34,145
shares
|
$3.64 Million
0.11% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
33,982
shares
|
$3.62 Million
2.87% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
33,714
shares
|
$3.59 Million
2.08% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
33,512
shares
|
$3.57 Million
0.84% of portfolio
|
Q3 2025
Reduced 27.15%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
33,040
shares
|
$3.52 Million
0.14% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
32,844
shares
|
$3.5 Million
0.06% of portfolio
|
Q2 2023
Reduced 49.1%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
32,834
shares
|
$3.5 Million
0.24% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
32,606
shares
|
$3.47 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
32,347
shares
|
$3.45 Million
0.05% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
31,702
shares
|
$3.38 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
31,407
shares
|
$3.35 Million
1.63% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
31,337
shares
|
$3.34 Million
0.04% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
31,219
shares
|
$3.33 Million
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|