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 954 institutions that hold shares in the stock, with a total of 73.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
493,210
shares
|
$52.6 Million
8.61% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
476,914
shares
|
$50.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
462,094
shares
|
$49.2 Million
0.86% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
426,875
shares
|
$45.5 Million
0.08% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
421,947
shares
|
$45 Million
3.92% of portfolio
|
Q3 2025
Added 10.67%
|
|
|
Wit, LLC
District Of Columbia, DC |
Aug 14, 2025 Q2 2025 |
418,588
shares
|
$44.6 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
415,800
shares
|
$44.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 15.8%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
413,033
shares
|
$44 Million
1.06% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
397,670
shares
|
$42.4 Million
0.99% of portfolio
|
Q3 2025
Added 19.7%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
362,802
shares
|
$38.7 Million
0.67% of portfolio
|
Q3 2025
Added 16.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
362,273
shares
|
$38.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
327,086
shares
|
$34.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
321,504
shares
|
$34.3 Million
0.3% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
298,896
shares
|
$31.9 Million
0.34% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
290,483
shares
|
$31 Million
0.33% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
286,031
shares
|
$30.5 Million
7.87% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
285,594
shares
|
$30.4 Million
1.89% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
279,363
shares
|
$29.8 Million
0.06% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
271,309
shares
|
$28.9 Million
2.47% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
270,077
shares
|
$28.8 Million
0.07% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
266,631
shares
|
$28.4 Million
0.0% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
263,251
shares
|
$28.1 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
259,087
shares
|
$27.6 Million
0.55% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
258,386
shares
|
$27.5 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.47%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
246,274
shares
|
$26.2 Million
2.18% of portfolio
|
Q3 2025
Added 4.47%
|