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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
2,657
shares
|
$280,632
0.12% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,644
shares
|
$279,259
0.21% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
2,640
shares
|
$278,836
0.11% of portfolio
|
Q1 2025
Reduced 98.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
2,635
shares
|
$278,308
0.02% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
2,634
shares
|
$278,203
0.04% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,634
shares
|
$278,203
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
2,622
shares
|
$276,935
0.1% of portfolio
|
Q1 2025
Reduced 54.12%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
2,613
shares
|
$275,985
0.19% of portfolio
|
Q1 2025
Reduced 60.05%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,600
shares
|
$274,612
0.0% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
2,579
shares
|
$272,393
0.19% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
2,568
shares
|
$271,232
0.2% of portfolio
|
Q4 2024
Reduced 75.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,566
shares
|
$271,020
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
2,556
shares
|
$269,964
0.04% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,556
shares
|
$269,964
0.02% of portfolio
|
Q4 2023
Reduced 31.75%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,554
shares
|
$269,753
0.1% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
2,539
shares
|
$268,169
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
2,535
shares
|
$267,746
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
2,507
shares
|
$264,789
0.03% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,463
shares
|
$260,142
0.01% of portfolio
|
Q1 2025
Reduced 28.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,461
shares
|
$259,930
0.04% of portfolio
|
Q3 2022
Reduced 7.52%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,458
shares
|
$259,613
0.02% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
2,457
shares
|
$259,508
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
2,453
shares
|
$259,085
0.02% of portfolio
|
Q1 2025
Reduced 36.86%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,452
shares
|
$258,980
0.03% of portfolio
|
Q3 2024
Reduced 38.59%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
2,446
shares
|
$258,346
0.14% of portfolio
|
Q1 2025
Reduced 50.0%
|