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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
9,318
shares
|
$986,030
0.06% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
9,173
shares
|
$970,686
0.18% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,139
shares
|
$967,088
0.0% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
9,045
shares
|
$957,141
0.6% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,965
shares
|
$948,676
0.04% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
8,853
shares
|
$936,824
0.07% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
8,817
shares
|
$933,014
0.07% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
8,795
shares
|
$930,686
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
8,748
shares
|
$925,713
0.49% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,675
shares
|
$917,988
0.15% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
8,607
shares
|
$910,792
0.31% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,541
shares
|
$903,808
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
8,524
shares
|
$902,009
0.03% of portfolio
|
Q4 2024
Added 135.47%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,494
shares
|
$898,835
0.17% of portfolio
|
Q3 2022
Reduced 58.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
8,491
shares
|
$898,517
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
8,459
shares
|
$895,131
0.03% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,419
shares
|
$890,898
0.25% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
8,400
shares
|
$888,888
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
8,390
shares
|
$887,829
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
8,380
shares
|
$886,771
0.34% of portfolio
|
Q4 2024
Added 19.19%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
8,345
shares
|
$883,067
0.05% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
8,314
shares
|
$879,787
0.07% of portfolio
|
Q3 2024
Added 34.73%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
8,311
shares
|
$879,470
0.14% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
8,295
shares
|
$877,776
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
8,276
shares
|
$875,766
0.7% of portfolio
|
Q4 2024
Added 179.12%
|