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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,660
shares
|
$283,316
0.11% of portfolio
|
Q2 2022
Reduced 6.99%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
2,654
shares
|
$282,677
0.07% of portfolio
|
Q3 2025
Added 20.09%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
2,644
shares
|
$281,612
0.21% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 08, 2025 Q3 2025 |
2,641
shares
|
$281,292
0.11% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
2,640
shares
|
$281,186
0.1% of portfolio
|
Q1 2025
Reduced 98.44%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
2,637
shares
|
$280,866
0.09% of portfolio
|
Q3 2025
Reduced 67.86%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,637
shares
|
$280,866
0.0% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
2,605
shares
|
$277,458
0.05% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
2,592
shares
|
$276,073
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
2,579
shares
|
$274,689
0.37% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,570
shares
|
$273,730
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
2,568
shares
|
$273,517
0.17% of portfolio
|
Q4 2024
Reduced 75.14%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
2,559
shares
|
$272,559
0.16% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,556
shares
|
$272,239
0.02% of portfolio
|
Q4 2023
Reduced 31.75%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
2,545
shares
|
$271,067
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
2,522
shares
|
$268,618
0.01% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,506
shares
|
$266,914
0.04% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
2,501
shares
|
$266,381
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
2,485
shares
|
$264,677
0.04% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
2,480
shares
|
$264,144
0.02% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,461
shares
|
$262,121
0.04% of portfolio
|
Q3 2022
Reduced 7.52%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
2,461
shares
|
$262,121
0.21% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,452
shares
|
$261,162
0.03% of portfolio
|
Q3 2024
Reduced 38.59%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
2,444
shares
|
$260,310
0.06% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
2,423
shares
|
$258,073
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|