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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
7,153
shares
|
$755,499
0.08% of portfolio
|
Q4 2024
Added 154.19%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
7,117
shares
|
$751,697
0.1% of portfolio
|
Q1 2025
Reduced 34.08%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
7,034
shares
|
$742,931
0.11% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
7,025
shares
|
$741,980
0.12% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
7,021
shares
|
$741,558
0.01% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
7,019
shares
|
$741,346
0.02% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
7,008
shares
|
$740,184
0.07% of portfolio
|
Q2 2024
Added 46.52%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
6,958
shares
|
$734,903
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
6,918
shares
|
$730,679
0.1% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,879
shares
|
$726,559
0.06% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
6,756
shares
|
$713,568
0.11% of portfolio
|
Q1 2025
Added 21.71%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
6,750
shares
|
$712,935
0.08% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
6,743
shares
|
$712,195
0.05% of portfolio
|
Q1 2025
Reduced 57.99%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
6,734
shares
|
$711,245
0.28% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
6,734
shares
|
$711,245
0.02% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
6,691
shares
|
$706,703
0.37% of portfolio
|
Q1 2025
Reduced 18.54%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
6,650
shares
|
$702,373
0.11% of portfolio
|
Q1 2020
Added 52.87%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
6,622
shares
|
$699,415
0.1% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
6,615
shares
|
$698,676
0.45% of portfolio
|
Q1 2025
Reduced 51.25%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,561
shares
|
$692,972
0.05% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
6,506
shares
|
$687,163
0.58% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
6,506
shares
|
$687,163
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
6,486
shares
|
$685,051
0.07% of portfolio
|
Q4 2024
Added 65.92%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,407
shares
|
$676,707
0.57% of portfolio
|
Q4 2022
Added 164.53%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
6,400
shares
|
$675,968
0.05% of portfolio
|
Q1 2025
New holding
|