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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
423
shares
|
$45,053
0.0% of portfolio
|
Q2 2025
Added 1264.52%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
403
shares
|
$42,923
0.03% of portfolio
|
Q3 2025
Reduced 37.13%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
400
shares
|
$42,604
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
376
shares
|
$40,047
0.0% of portfolio
|
Q3 2025
Reduced 71.92%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
375
shares
|
$39,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
364
shares
|
$38,769
0.02% of portfolio
|
Q2 2025
Added 87.63%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
329
shares
|
$35,041
0.01% of portfolio
|
Q3 2023
Reduced 13.19%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
323
shares
|
$34,402
0.0% of portfolio
|
Q3 2025
Reduced 32.99%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
280
shares
|
$29,822
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
259
shares
|
$27,586
0.02% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
241
shares
|
$25,668
0.03% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
220
shares
|
$23,432
0.0% of portfolio
|
Q3 2025
Added 307.41%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
214
shares
|
$22,793
0.0% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
200
shares
|
$21,302
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
200
shares
|
$21,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
197
shares
|
$20,982
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
189
shares
|
$20,130
0.01% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
187
shares
|
$19,917
0.01% of portfolio
|
Q3 2025
Reduced 25.79%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
162
shares
|
$17,254
0.0% of portfolio
|
Q3 2025
Reduced 61.43%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
144
shares
|
$15,337
0.0% of portfolio
|
Q2 2025
Reduced 89.25%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
129
shares
|
$13,739
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
118
shares
|
$12,568
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
115
shares
|
$12,248
0.0% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
115
shares
|
$12,248
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
114
shares
|
$12,142
0.0% of portfolio
|
Q3 2025
Reduced 89.31%
|
|