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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
3,305
shares
|
$349,735
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,259
shares
|
$344,867
0.07% of portfolio
|
Q4 2024
Reduced 40.89%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,225
shares
|
$341,269
0.12% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
3,156
shares
|
$333,967
0.08% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
3,149
shares
|
$333,227
0.04% of portfolio
|
Q4 2024
Added 47.98%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
3,128
shares
|
$331,004
0.06% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
3,102
shares
|
$328,253
0.0% of portfolio
|
Q3 2024
Added 38.67%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$317,460
0.0% of portfolio
|
Q4 2020
Added 50.0%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
3,000
shares
|
$317,460
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,980
shares
|
$315,343
0.03% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,966
shares
|
$313,862
0.14% of portfolio
|
Q2 2024
Added 3.34%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
2,951
shares
|
$312,274
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
2,950
shares
|
$312,169
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
2,948
shares
|
$311,957
0.14% of portfolio
|
Q1 2024
Reduced 18.16%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,936
shares
|
$310,687
0.01% of portfolio
|
Q3 2024
Reduced 30.1%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,930
shares
|
$310,052
0.03% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
2,929
shares
|
$309,946
0.07% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,916
shares
|
$308,571
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
2,904
shares
|
$307,301
0.33% of portfolio
|
Q4 2024
Reduced 19.38%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,896
shares
|
$306,454
0.13% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,887
shares
|
$305,502
0.06% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
2,885
shares
|
$305,290
0.07% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
2,876
shares
|
$304,338
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,869
shares
|
$303,597
0.02% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,826
shares
|
$299,047
0.0% of portfolio
|
Q3 2024
Added 0.5%
|