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 |
|---|---|---|---|---|---|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
81,190
shares
|
$8.59 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
81,176
shares
|
$8.59 Million
0.37% of portfolio
|
Q4 2024
Added 96.4%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
77,503
shares
|
$8.2 Million
0.16% of portfolio
|
Q4 2022
Added 8.61%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
74,254
shares
|
$7.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
73,610
shares
|
$7.79 Million
0.03% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
73,334
shares
|
$7.76 Million
2.84% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
73,199
shares
|
$7.75 Million
0.53% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
73,147
shares
|
$7.74 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
73,104
shares
|
$7.74 Million
0.22% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
72,149
shares
|
$7.64 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
71,000
shares
|
$7.51 Million
4.64% of portfolio
|
Q1 2024
Added 6.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
70,417
shares
|
$7.45 Million
0.21% of portfolio
|
Q4 2024
Added 65.08%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
69,944
shares
|
$7.4 Million
0.01% of portfolio
|
Q4 2024
Added 107.83%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
69,558
shares
|
$7.36 Million
0.66% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
67,939
shares
|
$7.19 Million
0.89% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
67,809
shares
|
$7.18 Million
0.74% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
67,550
shares
|
$7.15 Million
4.58% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
67,307
shares
|
$7.12 Million
0.64% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
66,436
shares
|
$7.03 Million
5.03% of portfolio
|
Q4 2024
Added 31536.19%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
65,918
shares
|
$6.98 Million
0.4% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
65,898
shares
|
$6.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 63.93%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
65,243
shares
|
$6.91 Million
0.64% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
64,912
shares
|
$6.87 Million
0.1% of portfolio
|
Q3 2023
Reduced 23.76%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
63,787
shares
|
$6.75 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
63,717
shares
|
$6.74 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.83%
|