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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
86,484
shares
|
$9.13 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
86,005
shares
|
$9.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
84,806
shares
|
$8.96 Million
3.79% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
84,273
shares
|
$8.9 Million
1.79% of portfolio
|
Q4 2022
Added 180.76%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
84,045
shares
|
$8.88 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
79,700
shares
|
$8.42 Million
0.03% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
78,429
shares
|
$8.28 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
77,503
shares
|
$8.19 Million
0.16% of portfolio
|
Q4 2022
Added 8.61%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
76,082
shares
|
$8.04 Million
1.29% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
74,245
shares
|
$7.84 Million
0.12% of portfolio
|
Q1 2025
Added 1125.57%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
73,469
shares
|
$7.76 Million
1.67% of portfolio
|
Q1 2025
Added 2623.09%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
73,111
shares
|
$7.72 Million
0.13% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
72,933
shares
|
$7.7 Million
0.74% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
72,679
shares
|
$7.68 Million
0.06% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
71,219
shares
|
$7.52 Million
0.4% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
71,176
shares
|
$7.52 Million
0.77% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
71,000
shares
|
$7.5 Million
4.64% of portfolio
|
Q1 2024
Added 6.73%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
69,698
shares
|
$7.36 Million
0.37% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
69,649
shares
|
$7.36 Million
2.15% of portfolio
|
Q1 2025
Added 183.15%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
69,309
shares
|
$7.32 Million
0.94% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
68,486
shares
|
$7.23 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
68,201
shares
|
$7.2 Million
0.69% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
67,807
shares
|
$7.16 Million
0.2% of portfolio
|
Q1 2025
Added 35.15%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
67,632
shares
|
$7.14 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
67,550
shares
|
$7.13 Million
4.64% of portfolio
|
Q3 2024
Reduced 0.36%
|