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 873 institutions that hold shares in the stock, with a total of 75.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
25,689
shares
|
$2.72 Million
0.07% of portfolio
|
Q4 2024
Added 39.91%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
25,616
shares
|
$2.71 Million
0.16% of portfolio
|
Q4 2024
Added 163.73%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
25,473
shares
|
$2.7 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
25,051
shares
|
$2.65 Million
0.22% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
24,969
shares
|
$2.64 Million
0.04% of portfolio
|
Q4 2024
Added 423.68%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
24,861
shares
|
$2.63 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
24,762
shares
|
$2.62 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,656
shares
|
$2.61 Million
0.09% of portfolio
|
Q4 2024
Reduced 45.42%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
24,612
shares
|
$2.6 Million
1.62% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
24,598
shares
|
$2.6 Million
0.87% of portfolio
|
Q4 2024
Added 1556.43%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
24,555
shares
|
$2.6 Million
1.34% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
24,484
shares
|
$2.59 Million
0.09% of portfolio
|
Q3 2024
Added 132.63%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
24,372
shares
|
$2.58 Million
0.08% of portfolio
|
Q4 2024
Reduced 86.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
24,255
shares
|
$2.57 Million
0.07% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
23,899
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Added 239.33%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,784
shares
|
$2.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
23,520
shares
|
$2.49 Million
0.24% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
23,513
shares
|
$2.49 Million
0.84% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
23,341
shares
|
$2.47 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
23,337
shares
|
$2.47 Million
0.84% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,275
shares
|
$2.46 Million
0.17% of portfolio
|
Q2 2022
Added 37.54%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
23,248
shares
|
$2.46 Million
0.3% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
22,633
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
22,543
shares
|
$2.39 Million
0.21% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
22,433
shares
|
$2.37 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.07%
|