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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
6,159
shares
|
$653,038
0.1% of portfolio
|
Q4 2024
Added 132.85%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
6,138
shares
|
$650,812
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,058
shares
|
$642,329
0.01% of portfolio
|
Q4 2024
Added 73.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,027
shares
|
$639,042
0.04% of portfolio
|
Q4 2024
Reduced 19.13%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
5,970
shares
|
$632,999
0.57% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,963
shares
|
$632,256
0.04% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
5,929
shares
|
$628,651
0.17% of portfolio
|
Q3 2024
Reduced 36.22%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
5,893
shares
|
$624,834
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
5,887
shares
|
$624,198
0.31% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,862
shares
|
$621,547
0.03% of portfolio
|
Q4 2024
Reduced 55.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,860
shares
|
$621,335
0.11% of portfolio
|
Q3 2024
Added 3173.74%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,858
shares
|
$621,123
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
5,771
shares
|
$611,899
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
5,767
shares
|
$611,475
0.19% of portfolio
|
Q4 2024
Added 145.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,748
shares
|
$609,460
0.01% of portfolio
|
Q1 2024
Added 16.17%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
5,715
shares
|
$605,961
0.23% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
5,710
shares
|
$605,431
0.12% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
5,699
shares
|
$604,264
0.24% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
5,692
shares
|
$603,522
0.02% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
5,683
shares
|
$602,568
0.25% of portfolio
|
Q4 2024
Reduced 78.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
5,588
shares
|
$592,495
0.02% of portfolio
|
Q4 2024
Added 67.96%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
5,567
shares
|
$590,269
0.4% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,554
shares
|
$588,890
0.01% of portfolio
|
Q4 2024
Reduced 69.59%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
5,554
shares
|
$588,890
0.14% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
5,551
shares
|
$588,572
0.06% of portfolio
|
Q4 2024
Reduced 29.08%
|