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 |
|---|---|---|---|---|---|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
13,077
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
12,990
shares
|
$1.38 Million
0.1% of portfolio
|
Q4 2024
Reduced 29.51%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
12,910
shares
|
$1.37 Million
0.66% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,806
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Reduced 28.25%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,790
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2023
Reduced 12.25%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
12,763
shares
|
$1.35 Million
0.24% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
12,700
shares
|
$1.35 Million
0.19% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,617
shares
|
$1.34 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
12,570
shares
|
$1.33 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
12,539
shares
|
$1.33 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
12,500
shares
|
$1.32 Million
0.23% of portfolio
|
Q3 2024
Added 31.58%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,430
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
12,300
shares
|
$1.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 29.84%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,199
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
12,047
shares
|
$1.28 Million
0.44% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,976
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
11,849
shares
|
$1.25 Million
0.53% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
11,823
shares
|
$1.25 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,823
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2020
Added 7.57%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
11,802
shares
|
$1.25 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
11,731
shares
|
$1.24 Million
0.52% of portfolio
|
Q4 2024
Added 52.35%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,700
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,580
shares
|
$1.23 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
11,577
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
11,474
shares
|
$1.22 Million
0.26% of portfolio
|
Q4 2024
Added 2.32%
|