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 |
|---|---|---|---|---|---|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
8,150
shares
|
$860,803
0.15% of portfolio
|
Q4 2022
Reduced 15.98%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
8,005
shares
|
$845,488
0.44% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
7,991
shares
|
$844,009
0.04% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
7,964
shares
|
$841,157
0.05% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
7,955
shares
|
$840,207
0.06% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
7,862
shares
|
$830,384
0.49% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,813
shares
|
$825,209
0.0% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
7,813
shares
|
$825,209
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
7,803
shares
|
$824,152
0.48% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
7,774
shares
|
$821,089
0.01% of portfolio
|
Q1 2025
Reduced 43.54%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
7,696
shares
|
$812,851
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
7,603
shares
|
$803,028
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
7,593
shares
|
$801,972
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
7,588
shares
|
$801,444
0.33% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
7,575
shares
|
$800,071
0.46% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,573
shares
|
$799,860
0.05% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
7,518
shares
|
$794,051
0.06% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
7,507
shares
|
$792,889
0.18% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
7,500
shares
|
$792,150
0.11% of portfolio
|
Q3 2022
Reduced 44.4%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
7,368
shares
|
$778,208
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
7,345
shares
|
$775,778
0.25% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
7,334
shares
|
$774,617
0.33% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
7,322
shares
|
$773,349
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
7,165
shares
|
$756,767
0.35% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
7,163
shares
|
$756,556
1.15% of portfolio
|
Q1 2025
Reduced 3.29%
|