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 |
|---|---|---|---|---|---|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
19,260
shares
|
$2.04 Million
1.59% of portfolio
|
Q4 2024
Added 28.48%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
19,138
shares
|
$2.03 Million
0.12% of portfolio
|
Q3 2022
Reduced 59.84%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
19,107
shares
|
$2.02 Million
0.62% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
18,800
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2022
Added 27.03%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
18,784
shares
|
$1.99 Million
0.14% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
18,579
shares
|
$1.97 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,264
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
18,258
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Added 31.64%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
18,238
shares
|
$1.93 Million
0.07% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
18,025
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
17,896
shares
|
$1.89 Million
0.68% of portfolio
|
Q3 2024
Added 11.48%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
17,822
shares
|
$1.89 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
17,533
shares
|
$1.86 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
17,512
shares
|
$1.85 Million
0.24% of portfolio
|
Q4 2024
Added 176.65%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
17,489
shares
|
$1.85 Million
0.23% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
17,423
shares
|
$1.84 Million
0.53% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,160
shares
|
$1.82 Million
0.1% of portfolio
|
Q4 2024
Reduced 95.66%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
17,058
shares
|
$1.81 Million
0.07% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
17,041
shares
|
$1.8 Million
0.46% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
16,930
shares
|
$1.79 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
16,552
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2022
Added 516.92%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
16,490
shares
|
$1.74 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
16,469
shares
|
$1.74 Million
0.16% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
16,074
shares
|
$1.7 Million
0.39% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
16,052
shares
|
$1.7 Million
0.11% of portfolio
|
Q4 2024
Added 10.16%
|