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 949 institutions that hold shares in the stock, with a total of 75.7 Million shares, which have been reported (via 13F filing form) to have a value of $8.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,976
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
11,886
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
11,842
shares
|
$1.26 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,823
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2020
Added 7.57%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,716
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,606
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
11,550
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
11,487
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
11,485
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
11,435
shares
|
$1.22 Million
0.33% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
11,326
shares
|
$1.21 Million
0.38% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
11,215
shares
|
$1.19 Million
0.81% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
11,110
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
11,041
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
10,985
shares
|
$1.17 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
10,968
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Added 136.84%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
10,910
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 35.28%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,825
shares
|
$1.15 Million
0.54% of portfolio
|
Q1 2025
Reduced 16.15%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
10,725
shares
|
$1.14 Million
0.32% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
10,521
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 19.72%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
10,467
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2025
Reduced 61.16%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
10,435
shares
|
$1.11 Million
0.77% of portfolio
|
Q2 2025
Added 20.57%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
10,401
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,392
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 32.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
10,315
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2025
Added 8.07%
|
|