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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
3,561
shares
|
$379,282
0.16% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
3,555
shares
|
$378,643
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
3,540
shares
|
$377,045
0.04% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,528
shares
|
$375,767
0.05% of portfolio
|
Q4 2024
Added 25.06%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
3,521
shares
|
$375,021
0.57% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
3,519
shares
|
$374,808
0.04% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
3,504
shares
|
$373,211
0.01% of portfolio
|
Q2 2025
Reduced 31.75%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
3,501
shares
|
$372,891
0.01% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3,496
shares
|
$372,358
0.21% of portfolio
|
Q1 2022
Reduced 9.62%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
3,496
shares
|
$372,358
0.18% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
3,472
shares
|
$369,802
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,469
shares
|
$369,483
0.04% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
3,431
shares
|
$365,435
0.01% of portfolio
|
Q3 2025
Reduced 31.8%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
3,425
shares
|
$364,796
0.12% of portfolio
|
Q1 2024
Added 6.2%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
3,414
shares
|
$363,625
0.09% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
3,409
shares
|
$363,092
0.06% of portfolio
|
Q3 2025
Reduced 23.43%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
3,409
shares
|
$363,092
0.0% of portfolio
|
Q3 2025
Reduced 30.98%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,401
shares
|
$362,240
0.25% of portfolio
|
Q2 2023
Reduced 35.83%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
3,358
shares
|
$357,660
0.03% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
3,340
shares
|
$355,743
0.24% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
3,297
shares
|
$351,163
0.04% of portfolio
|
Q3 2025
Added 26.81%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
3,296
shares
|
$351,056
0.16% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,294
shares
|
$350,843
0.14% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
3,290
shares
|
$350,417
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
3,287
shares
|
$350,098
0.06% of portfolio
|
Q3 2025
Added 1.51%
|
|