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 |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
5,731
shares
|
$605,308
0.27% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
5,710
shares
|
$603,090
0.13% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
5,709
shares
|
$602,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
5,699
shares
|
$601,928
0.23% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
5,683
shares
|
$600,238
0.02% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
5,668
shares
|
$598,654
0.26% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
5,644
shares
|
$596,119
0.55% of portfolio
|
Q1 2025
Reduced 44.27%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
5,569
shares
|
$588,197
0.48% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,535
shares
|
$584,606
0.08% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
5,515
shares
|
$582,494
0.05% of portfolio
|
Q1 2025
Reduced 52.37%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
5,511
shares
|
$582,071
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
5,496
shares
|
$580,487
0.12% of portfolio
|
Q1 2025
Reduced 51.36%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
5,464
shares
|
$577,107
0.51% of portfolio
|
Q1 2025
Added 77.29%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
5,459
shares
|
$576,579
0.28% of portfolio
|
Q1 2025
Added 35.26%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
5,439
shares
|
$574,467
0.11% of portfolio
|
Q4 2024
Reduced 32.93%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
5,417
shares
|
$572,143
0.02% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,376
shares
|
$567,813
0.03% of portfolio
|
Q1 2025
Added 35.18%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
5,354
shares
|
$565,489
0.02% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
5,333
shares
|
$563,271
0.04% of portfolio
|
Q1 2025
Added 27.04%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
5,325
shares
|
$562,426
0.07% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
5,321
shares
|
$562,004
0.08% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
5,309
shares
|
$560,736
0.23% of portfolio
|
Q1 2025
Reduced 34.63%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
5,293
shares
|
$559,046
0.1% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
5,289
shares
|
$558,624
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
5,277
shares
|
$557,356
0.55% of portfolio
|
Q1 2025
Added 4.29%
|