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 |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,816
shares
|
$403,045
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
3,816
shares
|
$403,045
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
3,796
shares
|
$400,933
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
3,784
shares
|
$399,666
0.18% of portfolio
|
Q1 2022
Added 100.21%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,776
shares
|
$398,821
0.16% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,773
shares
|
$398,504
0.2% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
3,767
shares
|
$397,870
0.32% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
3,758
shares
|
$396,919
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
3,750
shares
|
$396,075
0.17% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
3,743
shares
|
$395,335
0.02% of portfolio
|
Q1 2025
Added 780.71%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
3,735
shares
|
$394,490
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
3,712
shares
|
$392,061
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
3,710
shares
|
$391,850
0.0% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
3,707
shares
|
$391,533
0.15% of portfolio
|
Q2 2022
Reduced 46.91%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
3,695
shares
|
$390,265
0.1% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,682
shares
|
$388,892
0.06% of portfolio
|
Q3 2022
Reduced 68.7%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
3,681
shares
|
$388,787
0.25% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
3,648
shares
|
$385,301
0.12% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,646
shares
|
$385,090
0.01% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,644
shares
|
$384,879
0.16% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
3,630
shares
|
$383,400
0.15% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
3,616
shares
|
$381,921
0.14% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
3,610
shares
|
$381,288
0.21% of portfolio
|
Q1 2025
Reduced 85.3%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
3,605
shares
|
$380,760
0.02% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$380,232
0.04% of portfolio
|
Q3 2022
Added 11.63%
|