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 872 institutions that hold shares in the stock, with a total of 75.8 Million shares, which have been reported (via 13F filing form) to have a value of $8.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,198
shares
|
$444,232
0.03% of portfolio
|
Q4 2024
Added 37.37%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,176
shares
|
$441,904
0.02% of portfolio
|
Q4 2024
Added 37.87%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,172
shares
|
$441,481
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
4,162
shares
|
$440,422
0.01% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
4,142
shares
|
$438,306
0.24% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
4,132
shares
|
$437,248
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
4,110
shares
|
$434,920
0.11% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jan 23, 2025 Q4 2024 |
4,040
shares
|
$427,512
0.35% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
4,036
shares
|
$427,089
0.21% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,025
shares
|
$425,925
0.07% of portfolio
|
Q4 2023
Added 2463.69%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,011
shares
|
$424,444
0.01% of portfolio
|
Q3 2023
Reduced 62.57%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
4,000
shares
|
$423,280
0.05% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
3,979
shares
|
$421,057
0.02% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,977
shares
|
$420,846
0.02% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,959
shares
|
$418,941
0.01% of portfolio
|
Q2 2024
Added 11.08%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,934
shares
|
$416,295
0.02% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
3,921
shares
|
$414,920
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
3,899
shares
|
$412,592
0.13% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,885
shares
|
$411,110
0.02% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
3,884
shares
|
$411,004
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,882
shares
|
$410,793
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,854
shares
|
$407,830
0.0% of portfolio
|
Q4 2024
Reduced 74.18%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
3,841
shares
|
$406,454
0.3% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,837
shares
|
$406,031
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
3,829
shares
|
$405,184
0.05% of portfolio
|
Q4 2024
Reduced 3.11%
|