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 |
|---|---|---|---|---|---|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
23,257
shares
|
$2.46 Million
0.31% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
23,142
shares
|
$2.44 Million
0.03% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
23,073
shares
|
$2.44 Million
1.6% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
22,919
shares
|
$2.42 Million
0.02% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
22,740
shares
|
$2.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 61.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
22,639
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
22,509
shares
|
$2.38 Million
0.92% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
22,381
shares
|
$2.36 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
21,861
shares
|
$2.31 Million
0.14% of portfolio
|
Q1 2025
Reduced 14.66%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
21,686
shares
|
$2.29 Million
0.3% of portfolio
|
Q3 2023
Reduced 10.46%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
21,635
shares
|
$2.29 Million
0.15% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
21,627
shares
|
$2.28 Million
0.91% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
21,605
shares
|
$2.28 Million
0.19% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
21,505
shares
|
$2.27 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
21,411
shares
|
$2.26 Million
0.34% of portfolio
|
Q2 2023
Reduced 30.35%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
21,304
shares
|
$2.25 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
21,201
shares
|
$2.24 Million
0.62% of portfolio
|
Q2 2024
Added 46.45%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
21,120
shares
|
$2.23 Million
0.25% of portfolio
|
Q4 2024
Reduced 20.51%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
20,872
shares
|
$2.2 Million
1.73% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
20,793
shares
|
$2.2 Million
1.37% of portfolio
|
Q1 2025
Added 195.78%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
20,135
shares
|
$2.13 Million
0.33% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
20,033
shares
|
$2.12 Million
0.72% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,032
shares
|
$2.12 Million
0.1% of portfolio
|
Q1 2023
Reduced 6.91%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
19,963
shares
|
$2.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 54.31%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
19,861
shares
|
$2.1 Million
0.03% of portfolio
|
Q1 2025
Added 0.1%
|