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 |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
239,359
shares
|
$25.3 Million
2.7% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
235,869
shares
|
$24.9 Million
0.09% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
217,655
shares
|
$23 Million
1.91% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
211,503
shares
|
$22.3 Million
0.04% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
204,951
shares
|
$21.6 Million
0.3% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
197,126
shares
|
$20.8 Million
0.23% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
196,209
shares
|
$20.7 Million
0.92% of portfolio
|
Q1 2025
Added 1914.47%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
193,892
shares
|
$20.5 Million
0.37% of portfolio
|
Q1 2025
Added 695.55%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
187,215
shares
|
$19.8 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
186,962
shares
|
$19.7 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
185,386
shares
|
$19.6 Million
2.48% of portfolio
|
Q1 2025
Added 172.87%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
180,391
shares
|
$19.1 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
177,350
shares
|
$18.7 Million
0.1% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
172,650
shares
|
$18.2 Million
0.86% of portfolio
|
Q1 2025
Added 14.39%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
172,244
shares
|
$18.2 Million
3.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
171,133
shares
|
$18.1 Million
2.46% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
170,895
shares
|
$18 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
164,800
shares
|
$17.4 Million
0.19% of portfolio
|
Q1 2025
Added 33.15%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
160,391
shares
|
$16.9 Million
0.53% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
158,994
shares
|
$16.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
158,916
shares
|
$16.8 Million
5.77% of portfolio
|
Q1 2025
Added 37.14%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
156,122
shares
|
$16.5 Million
0.62% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
146,425
shares
|
$15.5 Million
1.52% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
140,816
shares
|
$14.9 Million
0.13% of portfolio
|
Q1 2025
Added 32.54%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
140,390
shares
|
$14.8 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.06%
|