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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
66,642
shares
|
$7.04 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
66,453
shares
|
$7.02 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
64,912
shares
|
$6.86 Million
0.1% of portfolio
|
Q3 2023
Reduced 23.76%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
64,674
shares
|
$6.83 Million
0.35% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
64,640
shares
|
$6.83 Million
0.04% of portfolio
|
Q1 2025
Added 85.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
64,261
shares
|
$6.79 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
64,178
shares
|
$6.78 Million
2.31% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
63,423
shares
|
$6.7 Million
2.35% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,336
shares
|
$6.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
61,769
shares
|
$6.52 Million
0.01% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
61,693
shares
|
$6.52 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
61,335
shares
|
$6.48 Million
0.1% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
60,723
shares
|
$6.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
60,641
shares
|
$6.4 Million
2.89% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
59,798
shares
|
$6.32 Million
0.14% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
59,583
shares
|
$6.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 82.54%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
56,211
shares
|
$5.94 Million
1.65% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
56,161
shares
|
$5.93 Million
0.04% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
55,833
shares
|
$5.9 Million
5.44% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
55,828
shares
|
$5.9 Million
0.29% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
55,810
shares
|
$5.89 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
55,116
shares
|
$5.82 Million
1.37% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
54,527
shares
|
$5.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
54,219
shares
|
$5.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
53,980
shares
|
$5.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.55%
|