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 |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
875
shares
|
$93,196
0.01% of portfolio
|
Q3 2025
Reduced 93.59%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
844
shares
|
$89,894
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
833
shares
|
$88,722
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
806
shares
|
$85,847
0.01% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
773
shares
|
$82,332
0.06% of portfolio
|
Q3 2025
Reduced 57.43%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
763
shares
|
$81,267
0.01% of portfolio
|
Q3 2025
Reduced 20.19%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
760
shares
|
$80,947
0.02% of portfolio
|
Q2 2024
Reduced 72.74%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
760
shares
|
$80,947
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
731
shares
|
$77,858
0.01% of portfolio
|
Q3 2025
Reduced 36.98%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
700
shares
|
$74,557
0.01% of portfolio
|
Q4 2023
Reduced 11.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
696
shares
|
$74,130
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
642
shares
|
$68,379
0.0% of portfolio
|
Q3 2023
Added 151.76%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
637
shares
|
$67,846
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
625
shares
|
$66,568
0.03% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
598
shares
|
$63,692
0.02% of portfolio
|
Q2 2025
Added 374.6%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
592
shares
|
$63,053
0.02% of portfolio
|
Q1 2024
Added 31.56%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
550
shares
|
$58,580
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
535
shares
|
$56,982
0.0% of portfolio
|
Q3 2025
Reduced 96.68%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
532
shares
|
$56,663
0.03% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
486
shares
|
$51,763
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
473
shares
|
$50,379
0.02% of portfolio
|
Q4 2024
Reduced 67.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
472
shares
|
$50,272
0.08% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
471
shares
|
$50,166
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
450
shares
|
$47,929
0.02% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
450
shares
|
$47,929
0.01% of portfolio
|
Q2 2022
New holding
|
|