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 895 institutions that hold shares in the stock, with a total of 71.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
124
shares
|
$13,124
0.0% of portfolio
|
Q4 2024
Reduced 99.75%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
118
shares
|
$12,489
0.0% of portfolio
|
Q3 2024
Reduced 80.97%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$10,584
0.0% of portfolio
|
Q2 2022
Reduced 73.68%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$10,584
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
92
shares
|
$9,737
0.0% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
88
shares
|
$9,313
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
72
shares
|
$7,620
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
63
shares
|
$6,667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
62
shares
|
$6,562
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
61
shares
|
$6,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
56
shares
|
$5,927
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
50
shares
|
$5,292
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
39
shares
|
$4,127
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
30
shares
|
$3,175
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
28
shares
|
$2,963
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
28
shares
|
$2,963
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
23
shares
|
$2,434
0.0% of portfolio
|
Q4 2024
Reduced 99.14%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
23
shares
|
$2,434
0.0% of portfolio
|
Q2 2024
Reduced 32.35%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Feb 12, 2025 Q4 2024 |
13
shares
|
$1,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
4
shares
|
$423
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$211
0.02% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1
shares
|
$105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|