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 |
|---|---|---|---|---|---|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
50,997
shares
|
$5.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
50,688
shares
|
$5.36 Million
0.59% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
50,624
shares
|
$5.36 Million
2.04% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
50,589
shares
|
$5.35 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
50,356
shares
|
$5.33 Million
0.36% of portfolio
|
Q4 2024
Reduced 14.89%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
50,203
shares
|
$5.31 Million
0.25% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
50,171
shares
|
$5.31 Million
0.15% of portfolio
|
Q4 2024
Added 56.81%
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
48,514
shares
|
$5.13 Million
2.8% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
48,387
shares
|
$5.12 Million
0.6% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
48,109
shares
|
$5.09 Million
0.87% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
47,968
shares
|
$5.08 Million
0.03% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
47,428
shares
|
$5.02 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
47,249
shares
|
$5 Million
0.41% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
46,505
shares
|
$4.92 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
46,107
shares
|
$4.88 Million
0.07% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
46,059
shares
|
$4.87 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
45,924
shares
|
$4.86 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,611
shares
|
$4.83 Million
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
45,505
shares
|
$4.82 Million
0.52% of portfolio
|
Q4 2024
Reduced 72.53%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
45,323
shares
|
$4.8 Million
0.49% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
44,558
shares
|
$4.72 Million
1.6% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,886
shares
|
$4.64 Million
0.3% of portfolio
|
Q4 2023
Added 23.48%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
43,790
shares
|
$4.63 Million
1.05% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
43,693
shares
|
$4.62 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
43,409
shares
|
$4.59 Million
3.78% of portfolio
|
Q4 2024
Added 1.84%
|