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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
216,529
shares
|
$22.9 Million
0.06% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
209,807
shares
|
$22.2 Million
1.84% of portfolio
|
Q3 2024
Reduced 25.32%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
201,820
shares
|
$21.4 Million
0.26% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
199,894
shares
|
$21.2 Million
0.03% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
197,126
shares
|
$20.9 Million
0.23% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
192,618
shares
|
$20.4 Million
0.7% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
189,049
shares
|
$20 Million
0.85% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
176,496
shares
|
$18.7 Million
2.69% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
175,524
shares
|
$18.6 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
174,806
shares
|
$18.5 Million
0.07% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
172,043
shares
|
$18.2 Million
0.05% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
170,895
shares
|
$18.1 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
170,625
shares
|
$18.1 Million
0.07% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
166,816
shares
|
$17.7 Million
2.85% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
157,326
shares
|
$16.6 Million
0.52% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
154,625
shares
|
$16.4 Million
0.07% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
150,931
shares
|
$16 Million
0.83% of portfolio
|
Q4 2024
Added 40.29%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
149,866
shares
|
$15.9 Million
0.55% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
143,932
shares
|
$15.2 Million
1.49% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
140,390
shares
|
$14.9 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
132,529
shares
|
$14 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
125,087
shares
|
$13.2 Million
1.64% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
122,584
shares
|
$13 Million
0.24% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
121,501
shares
|
$12.9 Million
2.79% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
120,072
shares
|
$12.7 Million
0.16% of portfolio
|
Q3 2024
Reduced 12.65%
|