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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
37,101
shares
|
$3.92 Million
0.03% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
36,852
shares
|
$3.89 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
36,773
shares
|
$3.88 Million
0.13% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
36,445
shares
|
$3.85 Million
0.91% of portfolio
|
Q4 2022
Added 1103.2%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
36,385
shares
|
$3.84 Million
1.19% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
36,250
shares
|
$3.83 Million
0.81% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
36,217
shares
|
$3.83 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
36,002
shares
|
$3.8 Million
0.17% of portfolio
|
Q1 2025
Added 36.35%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
35,423
shares
|
$3.74 Million
3.36% of portfolio
|
Q1 2025
Added 60.45%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
35,323
shares
|
$3.73 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
35,280
shares
|
$3.73 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
35,024
shares
|
$3.7 Million
1.89% of portfolio
|
Q4 2024
Added 277.13%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
34,974
shares
|
$3.69 Million
0.1% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
34,571
shares
|
$3.65 Million
0.01% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
34,255
shares
|
$3.62 Million
0.25% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
33,723
shares
|
$3.56 Million
1.42% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
33,714
shares
|
$3.56 Million
2.08% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
33,378
shares
|
$3.53 Million
0.49% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
33,252
shares
|
$3.51 Million
0.16% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
32,903
shares
|
$3.48 Million
0.56% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
32,844
shares
|
$3.47 Million
0.06% of portfolio
|
Q2 2023
Reduced 49.1%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
32,814
shares
|
$3.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
32,631
shares
|
$3.45 Million
1.06% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
32,086
shares
|
$3.39 Million
1.2% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
32,000
shares
|
$3.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.41%
|