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 931 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 $8.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
15,237
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2025
Added 72.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
15,221
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
15,143
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
15,098
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
15,095
shares
|
$1.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 32.71%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
15,037
shares
|
$1.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 28.62%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,990
shares
|
$1.59 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
14,984
shares
|
$1.59 Million
1.46% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
14,877
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
Reduced 25.59%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
14,607
shares
|
$1.55 Million
0.37% of portfolio
|
Q4 2024
Added 86.79%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
14,566
shares
|
$1.55 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
14,385
shares
|
$1.53 Million
1.05% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
14,375
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2022
Added 7.49%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
14,350
shares
|
$1.52 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
14,200
shares
|
$1.51 Million
0.19% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
14,186
shares
|
$1.51 Million
1.16% of portfolio
|
Q1 2025
Reduced 26.34%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
14,138
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Brewster Financial Planning LLC
|
Apr 22, 2025 Q1 2025 |
14,096
shares
|
$1.5 Million
1.1% of portfolio
|
Q1 2025
Added 39.5%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
14,004
shares
|
$1.49 Million
1.34% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
13,925
shares
|
$1.48 Million
0.98% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
13,830
shares
|
$1.47 Million
0.53% of portfolio
|
Q2 2025
Added 40.08%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
13,735
shares
|
$1.46 Million
0.37% of portfolio
|
Q4 2024
Reduced 16.87%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
13,625
shares
|
$1.45 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
13,555
shares
|
$1.44 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
13,503
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Added 77.6%
|