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 900 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 |
|---|---|---|---|---|---|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
11,450
shares
|
$1.21 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
11,418
shares
|
$1.21 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.36%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
11,299
shares
|
$1.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
11,278
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2024
Added 56.31%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
11,184
shares
|
$1.18 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
11,063
shares
|
$1.17 Million
0.28% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
11,036
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 41.08%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
10,995
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2024
Added 92.25%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
10,985
shares
|
$1.16 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
10,972
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 177.63%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,813
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
10,796
shares
|
$1.14 Million
0.17% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
10,725
shares
|
$1.14 Million
0.32% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
10,723
shares
|
$1.14 Million
0.78% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
10,689
shares
|
$1.13 Million
0.42% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
10,601
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,541
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 78.15%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10,437
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Added 60.57%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
10,431
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
10,344
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Jan 29, 2025 Q4 2024 |
10,277
shares
|
$1.09 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
10,235
shares
|
$1.08 Million
0.08% of portfolio
|
Q4 2024
Added 105.32%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
10,198
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 58.85%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
10,193
shares
|
$1.08 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
10,189
shares
|
$1.08 Million
0.3% of portfolio
|
Q4 2024
Added 7.5%
|