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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
26,952
shares
|
$2.85 Million
0.27% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
26,946
shares
|
$2.85 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,786
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
26,709
shares
|
$2.83 Million
0.55% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
26,404
shares
|
$2.79 Million
0.13% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
25,689
shares
|
$2.72 Million
0.07% of portfolio
|
Q4 2024
Added 39.91%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
25,616
shares
|
$2.71 Million
0.16% of portfolio
|
Q4 2024
Added 163.73%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
25,473
shares
|
$2.7 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
25,453
shares
|
$2.69 Million
0.03% of portfolio
|
Q4 2024
Added 72.96%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
25,051
shares
|
$2.65 Million
0.22% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
24,969
shares
|
$2.64 Million
0.04% of portfolio
|
Q4 2024
Added 423.68%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
24,862
shares
|
$2.63 Million
0.03% of portfolio
|
Q4 2024
Added 150.45%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
24,861
shares
|
$2.63 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
24,762
shares
|
$2.62 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,656
shares
|
$2.61 Million
0.09% of portfolio
|
Q4 2024
Reduced 45.42%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
24,612
shares
|
$2.6 Million
1.62% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
24,598
shares
|
$2.6 Million
0.87% of portfolio
|
Q4 2024
Added 1556.43%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
24,555
shares
|
$2.6 Million
1.34% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
24,372
shares
|
$2.58 Million
0.08% of portfolio
|
Q4 2024
Reduced 86.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
24,255
shares
|
$2.57 Million
0.07% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
23,899
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Added 239.33%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
23,520
shares
|
$2.49 Million
0.24% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
23,513
shares
|
$2.49 Million
0.84% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
23,337
shares
|
$2.47 Million
0.84% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,275
shares
|
$2.46 Million
0.17% of portfolio
|
Q2 2022
Added 37.54%
|