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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
129
shares
|
$13,624
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
126
shares
|
$13,308
0.01% of portfolio
|
Q1 2025
Reduced 45.69%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
122
shares
|
$12,885
0.0% of portfolio
|
Q1 2025
Reduced 51.59%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
115
shares
|
$12,146
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
114
shares
|
$12,040
0.01% of portfolio
|
Q1 2025
Reduced 50.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
114
shares
|
$12,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
110
shares
|
$11,618
0.0% of portfolio
|
Q1 2025
Reduced 56.0%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
100
shares
|
$10,562
0.0% of portfolio
|
Q2 2022
Reduced 73.68%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$10,562
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
87
shares
|
$9,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
86
shares
|
$9,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
84
shares
|
$8,872
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
72
shares
|
$7,604
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
63
shares
|
$6,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
62
shares
|
$6,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
61
shares
|
$6,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
56
shares
|
$5,914
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
50
shares
|
$5,281
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
39
shares
|
$4,119
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
34
shares
|
$3,591
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
31
shares
|
$3,274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
29
shares
|
$3,062
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
8
shares
|
$844
0.0% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
5
shares
|
$528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
4
shares
|
$422
0.0% of portfolio
|
Q1 2025
New holding
|