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 |
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,336
shares
|
$6.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
61,915
shares
|
$6.6 Million
0.64% of portfolio
|
Q2 2025
Added 15.29%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
61,423
shares
|
$6.55 Million
2.59% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
60,855
shares
|
$6.48 Million
1.18% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
60,557
shares
|
$6.45 Million
0.71% of portfolio
|
Q2 2025
Added 27.02%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
60,505
shares
|
$6.45 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
60,041
shares
|
$6.4 Million
0.1% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
59,583
shares
|
$6.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 82.54%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
59,577
shares
|
$6.35 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
59,171
shares
|
$6.31 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
58,023
shares
|
$6.18 Million
0.14% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
57,714
shares
|
$6.15 Million
1.77% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
53,148
shares
|
$5.66 Million
4.4% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
52,715
shares
|
$5.62 Million
0.69% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
52,688
shares
|
$5.61 Million
1.3% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
52,534
shares
|
$5.6 Million
0.01% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
52,105
shares
|
$5.55 Million
0.11% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
51,397
shares
|
$5.48 Million
0.63% of portfolio
|
Q4 2023
Added 155.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
51,244
shares
|
$5.46 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
50,811
shares
|
$5.41 Million
1.74% of portfolio
|
Q3 2025
Added 38.68%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
50,688
shares
|
$5.4 Million
0.59% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
49,127
shares
|
$5.23 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
49,086
shares
|
$5.23 Million
0.03% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
47,962
shares
|
$5.11 Million
0.47% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
47,886
shares
|
$5.1 Million
0.97% of portfolio
|
Q3 2025
Added 6.55%
|