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 933 institutions that hold shares in the stock, with a total of 83.5 Million shares, which have been reported (via 13F filing form) to have a value of $8.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
496,385
shares
|
$52.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
466,027
shares
|
$49.5 Million
9.3% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
464,178
shares
|
$49.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
415,891
shares
|
$44.2 Million
0.09% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
403,015
shares
|
$42.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
393,515
shares
|
$41.8 Million
1.16% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
379,538
shares
|
$40.3 Million
0.06% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
354,349
shares
|
$37.6 Million
3.96% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
332,223
shares
|
$35.3 Million
1.01% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
330,000
shares
|
$35 Million
0.06% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
316,730
shares
|
$33.6 Million
0.04% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
299,246
shares
|
$31.8 Million
0.84% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
290,761
shares
|
$30.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
290,483
shares
|
$30.8 Million
0.33% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
286,031
shares
|
$30.4 Million
7.87% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
275,495
shares
|
$29.2 Million
0.33% of portfolio
|
Q1 2025
Added 61.69%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
272,187
shares
|
$28.9 Million
2.18% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
264,766
shares
|
$28.1 Million
0.56% of portfolio
|
Q1 2025
Reduced 22.88%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
258,386
shares
|
$27.4 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.47%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
255,040
shares
|
$27.1 Million
2.51% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
249,883
shares
|
$26.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
249,072
shares
|
$26.4 Million
0.8% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
248,019
shares
|
$26.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
242,451
shares
|
$25.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
242,423
shares
|
$25.7 Million
0.07% of portfolio
|
Q1 2025
Added 34.24%
|