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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,976
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
11,913
shares
|
$1.26 Million
0.29% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
11,833
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Added 138.95%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,823
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2020
Added 7.57%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
11,753
shares
|
$1.24 Million
0.43% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
11,509
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Added 995.05%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
11,474
shares
|
$1.21 Million
0.26% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
11,450
shares
|
$1.21 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
11,400
shares
|
$1.2 Million
0.37% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
11,395
shares
|
$1.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
11,386
shares
|
$1.2 Million
0.47% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,355
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 44.52%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
11,278
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Added 56.31%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
11,192
shares
|
$1.18 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
11,180
shares
|
$1.18 Million
0.54% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
11,162
shares
|
$1.18 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
11,139
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
11,120
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.4%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10,917
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
10,825
shares
|
$1.14 Million
0.55% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
May 13, 2025 Q1 2025 |
10,738
shares
|
$1.13 Million
0.8% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
10,725
shares
|
$1.13 Million
0.32% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
10,646
shares
|
$1.12 Million
0.25% of portfolio
|
Q1 2025
Added 16.87%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
10,601
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
10,598
shares
|
$1.12 Million
0.46% of portfolio
|
Q1 2025
Reduced 22.56%
|