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 |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,892
shares
|
$1.15 Million
0.45% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,813
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
10,796
shares
|
$1.14 Million
0.17% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
10,725
shares
|
$1.13 Million
0.32% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
10,689
shares
|
$1.13 Million
0.42% of portfolio
|
Q4 2024
Reduced 17.69%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,541
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 78.15%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10,437
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Added 60.57%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,281
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Shade Tree Advisors LLC
Saratoga Springs, NY |
Jan 29, 2025 Q4 2024 |
10,277
shares
|
$1.09 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
10,198
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 58.85%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
10,193
shares
|
$1.08 Million
0.39% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
10,189
shares
|
$1.08 Million
0.3% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
10,163
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.39%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
10,127
shares
|
$1.07 Million
1.06% of portfolio
|
Q4 2023
New holding
|
|
|
Brewster Financial Planning LLC
|
Jan 23, 2025 Q4 2024 |
10,105
shares
|
$1.07 Million
0.81% of portfolio
|
Q4 2024
Added 128.57%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
10,065
shares
|
$1.07 Million
0.29% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
10,036
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
10,020
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
U S Global Investors Inc
San Antonio, TX |
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
9,983
shares
|
$1.06 Million
0.23% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
9,978
shares
|
$1.06 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,927
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 41.84%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
9,877
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
9,798
shares
|
$1.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,683
shares
|
$1.02 Million
0.57% of portfolio
|
Q4 2024
Added 8.11%
|