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 |
---|---|---|---|---|---|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,512
shares
|
$583,775
0.06% of portfolio
|
Q4 2024
Added 89.42%
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
5,500
shares
|
$582,505
0.05% of portfolio
|
Q4 2023
Reduced 26.67%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
5,439
shares
|
$576,044
0.1% of portfolio
|
Q4 2024
Reduced 32.93%
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
5,358
shares
|
$567,465
0.29% of portfolio
|
Q4 2024
New holding
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,351
shares
|
$566,724
0.12% of portfolio
|
Q4 2024
Added 5.5%
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
5,325
shares
|
$563,970
0.07% of portfolio
|
Q4 2024
Added 0.91%
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
5,320
shares
|
$563,441
0.4% of portfolio
|
Q4 2024
Reduced 41.4%
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
5,293
shares
|
$560,581
0.1% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
5,239
shares
|
$554,862
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
5,203
shares
|
$551,049
0.02% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
5,190
shares
|
$549,672
0.39% of portfolio
|
Q4 2024
New holding
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
5,163
shares
|
$546,813
0.22% of portfolio
|
Q3 2024
Reduced 58.2%
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
5,136
shares
|
$543,953
0.22% of portfolio
|
Q4 2024
Added 1.99%
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
5,134
shares
|
$543,741
0.02% of portfolio
|
Q4 2024
Added 12.0%
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
5,113
shares
|
$541,517
0.05% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,101
shares
|
$540,246
0.03% of portfolio
|
Q4 2024
Added 0.69%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
5,084
shares
|
$538,446
0.0% of portfolio
|
Q2 2024
Added 84.87%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
5,078
shares
|
$537,810
0.04% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,072
shares
|
$537,175
0.04% of portfolio
|
Q3 2022
New holding
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
5,068
shares
|
$536,751
0.18% of portfolio
|
Q4 2024
New holding
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
5,060
shares
|
$535,904
0.52% of portfolio
|
Q4 2024
New holding
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,005
shares
|
$530,079
0.01% of portfolio
|
Q4 2024
Reduced 58.94%
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
5,000
shares
|
$529,550
0.08% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
4,977
shares
|
$527,114
0.08% of portfolio
|
Q4 2024
New holding
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,975
shares
|
$526,902
0.21% of portfolio
|
Q4 2024
Added 14.13%
|