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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,860
shares
|
$620,105
0.11% of portfolio
|
Q3 2024
Added 3173.74%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
5,767
shares
|
$610,263
0.19% of portfolio
|
Q4 2024
Added 145.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,748
shares
|
$608,253
0.01% of portfolio
|
Q1 2024
Added 16.17%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
5,715
shares
|
$604,761
0.23% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
5,710
shares
|
$604,232
0.12% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
5,699
shares
|
$603,068
0.24% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
5,692
shares
|
$602,327
0.02% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
5,683
shares
|
$601,375
0.25% of portfolio
|
Q4 2024
Reduced 78.43%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
5,567
shares
|
$589,099
0.4% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
5,564
shares
|
$588,782
0.14% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
5,551
shares
|
$587,406
0.06% of portfolio
|
Q4 2024
Reduced 29.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,512
shares
|
$583,279
0.06% of portfolio
|
Q4 2024
Added 89.42%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
5,500
shares
|
$582,010
0.05% of portfolio
|
Q4 2023
Reduced 26.67%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,484
shares
|
$580,316
0.08% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
5,439
shares
|
$575,554
0.1% of portfolio
|
Q4 2024
Reduced 32.93%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
5,358
shares
|
$566,983
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,352
shares
|
$566,348
0.1% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,351
shares
|
$566,242
0.12% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
5,320
shares
|
$562,962
0.4% of portfolio
|
Q4 2024
Reduced 41.4%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
5,277
shares
|
$558,412
0.07% of portfolio
|
Q3 2024
Added 49.7%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,237
shares
|
$554,179
0.05% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
5,203
shares
|
$550,581
0.02% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
5,163
shares
|
$546,348
0.22% of portfolio
|
Q3 2024
Reduced 58.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,159
shares
|
$545,925
0.05% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
5,136
shares
|
$543,491
0.22% of portfolio
|
Q4 2024
Added 1.99%
|