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 899 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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,032
shares
|
$2.12 Million
0.1% of portfolio
|
Q1 2023
Reduced 6.91%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
20,017
shares
|
$2.12 Million
0.15% of portfolio
|
Q4 2024
Reduced 35.11%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
19,841
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.58%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
19,741
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
19,523
shares
|
$2.07 Million
0.03% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
19,501
shares
|
$2.07 Million
0.05% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
19,260
shares
|
$2.04 Million
1.61% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
19,260
shares
|
$2.04 Million
1.59% of portfolio
|
Q4 2024
Added 28.48%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
19,138
shares
|
$2.03 Million
0.12% of portfolio
|
Q3 2022
Reduced 59.84%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
19,107
shares
|
$2.02 Million
0.62% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
18,800
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2022
Added 27.03%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
18,784
shares
|
$1.99 Million
0.14% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
18,471
shares
|
$1.96 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
18,258
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 31.64%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
18,238
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
18,226
shares
|
$1.93 Million
0.67% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
18,188
shares
|
$1.93 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
18,025
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
18,025
shares
|
$1.91 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
17,822
shares
|
$1.89 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
17,752
shares
|
$1.88 Million
0.27% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
17,533
shares
|
$1.86 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
17,512
shares
|
$1.85 Million
0.24% of portfolio
|
Q4 2024
Added 176.65%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
17,423
shares
|
$1.85 Million
0.53% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
17,255
shares
|
$1.83 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.34%
|