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 |
|---|---|---|---|---|---|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
4,110
shares
|
$435,290
0.11% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
4,049
shares
|
$428,829
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jan 23, 2025 Q4 2024 |
4,040
shares
|
$427,876
0.35% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
4,036
shares
|
$427,452
0.21% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
4,032
shares
|
$427,029
0.14% of portfolio
|
Q4 2024
Added 16.7%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
4,000
shares
|
$423,640
0.05% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
3,979
shares
|
$421,415
0.02% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,977
shares
|
$421,204
0.02% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,959
shares
|
$419,297
0.01% of portfolio
|
Q2 2024
Added 11.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,934
shares
|
$416,649
0.02% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,921
shares
|
$415,273
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
3,899
shares
|
$412,943
0.13% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,885
shares
|
$411,460
0.02% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
3,884
shares
|
$411,354
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,854
shares
|
$408,177
0.0% of portfolio
|
Q4 2024
Reduced 74.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
3,851
shares
|
$407,859
0.01% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
3,829
shares
|
$405,529
0.05% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,816
shares
|
$404,152
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
3,816
shares
|
$404,152
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
3,808
shares
|
$403,305
0.24% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
3,796
shares
|
$402,034
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
3,795
shares
|
$401,928
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
3,784
shares
|
$400,763
0.17% of portfolio
|
Q1 2022
Added 100.21%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,772
shares
|
$399,492
0.07% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
3,757
shares
|
$397,903
0.37% of portfolio
|
Q4 2024
New holding
|