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 |
|---|---|---|---|---|---|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
28,198
shares
|
$2.98 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
27,850
shares
|
$2.94 Million
0.12% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
27,795
shares
|
$2.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 62.24%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
27,614
shares
|
$2.92 Million
1.25% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
27,498
shares
|
$2.9 Million
0.37% of portfolio
|
Q1 2025
Added 57.02%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
27,413
shares
|
$2.9 Million
0.64% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
27,386
shares
|
$2.89 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
26,952
shares
|
$2.85 Million
0.28% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Safir Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
26,824
shares
|
$2.83 Million
2.26% of portfolio
|
Q1 2025
Added 24.1%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,786
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
26,416
shares
|
$2.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
26,227
shares
|
$2.77 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
26,095
shares
|
$2.76 Million
0.27% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
26,054
shares
|
$2.75 Million
0.18% of portfolio
|
Q1 2025
Added 26.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
25,788
shares
|
$2.72 Million
0.02% of portfolio
|
Q1 2025
Added 120.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
24,967
shares
|
$2.64 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
24,861
shares
|
$2.63 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
24,445
shares
|
$2.58 Million
1.64% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,414
shares
|
$2.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.96%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
24,382
shares
|
$2.58 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,321
shares
|
$2.57 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
23,852
shares
|
$2.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
23,667
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
23,573
shares
|
$2.49 Million
0.86% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,275
shares
|
$2.46 Million
0.17% of portfolio
|
Q2 2022
Added 37.54%
|