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 |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,816
shares
|
$403,809
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
3,816
shares
|
$403,809
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,811
shares
|
$403,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
3,808
shares
|
$402,962
0.24% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
3,795
shares
|
$401,586
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
3,784
shares
|
$400,422
0.17% of portfolio
|
Q1 2022
Added 100.21%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,772
shares
|
$399,153
0.07% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
3,735
shares
|
$395,237
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
3,732
shares
|
$394,920
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
3,730
shares
|
$394,708
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,730
shares
|
$394,708
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,707
shares
|
$392,274
0.15% of portfolio
|
Q2 2022
Reduced 46.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
3,704
shares
|
$391,957
0.01% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$391,534
0.02% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
3,695
shares
|
$391,004
0.1% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
3,684
shares
|
$389,840
0.04% of portfolio
|
Q3 2024
Reduced 52.54%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,682
shares
|
$389,629
0.06% of portfolio
|
Q3 2022
Reduced 68.7%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,673
shares
|
$388,676
0.01% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
3,670
shares
|
$388,359
0.25% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
3,663
shares
|
$387,618
0.33% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,660
shares
|
$387,301
0.03% of portfolio
|
Q2 2024
Added 72.64%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
3,642
shares
|
$385,396
0.19% of portfolio
|
Q4 2024
Added 53.87%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
3,610
shares
|
$382,010
0.05% of portfolio
|
Q4 2024
Added 43.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
3,605
shares
|
$381,481
0.01% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$380,952
0.04% of portfolio
|
Q3 2022
Added 11.63%
|