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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,121
shares
|
$4.56 Million
0.03% of portfolio
|
Q4 2024
Added 60.76%
|
|
|
Horiko Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
43,078
shares
|
$4.56 Million
1.32% of portfolio
|
Q4 2024
Reduced 33.6%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
42,762
shares
|
$4.53 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
42,719
shares
|
$4.52 Million
0.11% of portfolio
|
Q4 2024
Added 624.79%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
42,264
shares
|
$4.47 Million
1.32% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
41,875
shares
|
$4.43 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
41,206
shares
|
$4.36 Million
2.26% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
40,414
shares
|
$4.28 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
39,890
shares
|
$4.22 Million
2.61% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
39,479
shares
|
$4.18 Million
0.03% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
38,699
shares
|
$4.1 Million
4.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
38,427
shares
|
$4.07 Million
0.18% of portfolio
|
Q4 2024
Reduced 40.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
38,176
shares
|
$4.04 Million
0.03% of portfolio
|
Q4 2024
Added 13.96%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
37,900
shares
|
$4.01 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
37,686
shares
|
$3.99 Million
0.24% of portfolio
|
Q3 2022
Reduced 22.18%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
37,540
shares
|
$3.97 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
37,433
shares
|
$3.96 Million
1.22% of portfolio
|
Q4 2024
Added 50.3%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
37,383
shares
|
$3.96 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
37,237
shares
|
$3.94 Million
1.17% of portfolio
|
Q4 2021
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
36,954
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
36,894
shares
|
$3.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 18.49%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
36,852
shares
|
$3.9 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
36,445
shares
|
$3.86 Million
0.91% of portfolio
|
Q4 2022
Added 1103.2%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
36,250
shares
|
$3.84 Million
0.83% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
36,208
shares
|
$3.83 Million
0.03% of portfolio
|
Q4 2024
Added 517.57%
|