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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
44,092
shares
|
$4.66 Million
0.02% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
43,991
shares
|
$4.65 Million
0.12% of portfolio
|
Q1 2025
Added 62.38%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,886
shares
|
$4.64 Million
0.3% of portfolio
|
Q4 2023
Added 23.48%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
43,540
shares
|
$4.6 Million
0.39% of portfolio
|
Q1 2025
Added 32.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
43,518
shares
|
$4.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Horiko Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
43,078
shares
|
$4.55 Million
1.34% of portfolio
|
Q4 2024
Reduced 33.6%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Apr 28, 2025 Q1 2025 |
42,897
shares
|
$4.53 Million
3.81% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
42,846
shares
|
$4.53 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
42,465
shares
|
$4.49 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
41,875
shares
|
$4.42 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
40,568
shares
|
$4.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 42.0%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
40,446
shares
|
$4.27 Million
0.96% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
39,875
shares
|
$4.21 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,479
shares
|
$4.17 Million
0.03% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
39,008
shares
|
$4.12 Million
0.02% of portfolio
|
Q1 2025
Added 29.18%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
38,897
shares
|
$4.11 Million
1.17% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
38,773
shares
|
$4.1 Million
0.06% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
38,672
shares
|
$4.08 Million
3.99% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
38,658
shares
|
$4.08 Million
1.06% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
37,777
shares
|
$3.99 Million
0.41% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
37,686
shares
|
$3.98 Million
0.24% of portfolio
|
Q3 2022
Reduced 22.18%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
37,487
shares
|
$3.96 Million
0.38% of portfolio
|
Q1 2025
Added 12521.89%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
37,482
shares
|
$3.96 Million
2.31% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
37,339
shares
|
$3.94 Million
0.05% of portfolio
|
Q1 2025
Reduced 57.34%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
37,237
shares
|
$3.93 Million
1.14% of portfolio
|
Q4 2021
New holding
|