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 898 institutions that hold shares in the stock, with a total of 71.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
30,827
shares
|
$3.26 Million
0.14% of portfolio
|
Q4 2024
Reduced 36.87%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
30,196
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Added 23.07%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
30,026
shares
|
$3.18 Million
0.9% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,893
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
29,698
shares
|
$3.14 Million
1.04% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
29,603
shares
|
$3.13 Million
0.33% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
29,447
shares
|
$3.12 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
29,402
shares
|
$3.11 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
29,214
shares
|
$3.09 Million
0.1% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
29,186
shares
|
$3.09 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
28,872
shares
|
$3.06 Million
1.42% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,687
shares
|
$3.04 Million
0.12% of portfolio
|
Q2 2020
Added 3.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
28,673
shares
|
$3.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
28,529
shares
|
$3.02 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
28,524
shares
|
$3.02 Million
0.07% of portfolio
|
Q1 2024
Reduced 24.49%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
28,500
shares
|
$3.02 Million
0.86% of portfolio
|
Q4 2023
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
28,269
shares
|
$2.99 Million
0.05% of portfolio
|
Q4 2024
Added 818.72%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
27,803
shares
|
$2.94 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,762
shares
|
$2.94 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
27,661
shares
|
$2.93 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
27,614
shares
|
$2.92 Million
1.14% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
27,496
shares
|
$2.91 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
27,470
shares
|
$2.91 Million
0.35% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
27,428
shares
|
$2.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 36.69%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
27,091
shares
|
$2.87 Million
0.07% of portfolio
|
Q4 2024
Reduced 72.73%
|