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 |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
7,322
shares
|
$777,376
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
7,163
shares
|
$760,495
1.15% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
7,153
shares
|
$759,434
0.08% of portfolio
|
Q4 2024
Added 154.19%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
7,117
shares
|
$755,611
0.1% of portfolio
|
Q1 2025
Reduced 34.08%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
7,045
shares
|
$747,967
0.06% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
7,034
shares
|
$746,799
0.11% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
7,025
shares
|
$745,844
0.12% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
7,021
shares
|
$745,419
0.01% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
7,019
shares
|
$745,207
0.02% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
7,011
shares
|
$744,357
0.3% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
7,008
shares
|
$744,039
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
|
$738,730
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
6,894
shares
|
$731,935
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,887
shares
|
$731,192
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
6,756
shares
|
$717,284
0.11% of portfolio
|
Q1 2025
Added 21.71%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
6,750
shares
|
$716,647
0.08% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
6,743
shares
|
$715,904
0.05% of portfolio
|
Q1 2025
Reduced 57.99%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
6,734
shares
|
$714,948
0.28% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
6,691
shares
|
$710,383
0.37% of portfolio
|
Q1 2025
Reduced 18.54%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
6,650
shares
|
$706,030
0.11% of portfolio
|
Q1 2020
Added 52.87%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
6,622
shares
|
$703,057
0.1% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
6,615
shares
|
$702,314
0.45% of portfolio
|
Q1 2025
Reduced 51.25%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
6,605
shares
|
$701,252
0.34% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,561
shares
|
$696,581
0.05% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
6,506
shares
|
$690,742
0.58% of portfolio
|
Q1 2025
Added 0.03%
|