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 882 institutions that hold shares in the stock, with a total of 70.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
2,662
shares
|
$281,639
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,660
shares
|
$281,428
0.11% of portfolio
|
Q2 2022
Reduced 6.99%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
2,657
shares
|
$281,110
0.03% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
2,653
shares
|
$280,687
0.12% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,634
shares
|
$278,677
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
2,619
shares
|
$277,090
0.11% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,601
shares
|
$275,185
0.23% of portfolio
|
Q2 2024
Added 24.51%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
2,570
shares
|
$271,906
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
2,569
shares
|
$271,800
0.17% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
2,568
shares
|
$271,694
0.2% of portfolio
|
Q4 2024
Reduced 75.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,564
shares
|
$271,271
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,556
shares
|
$270,424
0.02% of portfolio
|
Q4 2023
Reduced 31.75%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
2,540
shares
|
$268,732
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
2,535
shares
|
$268,203
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
2,529
shares
|
$267,568
0.1% of portfolio
|
Q4 2024
Added 27.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
2,503
shares
|
$264,817
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
2,497
shares
|
$264,182
0.06% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,484
shares
|
$262,807
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
2,473
shares
|
$261,643
0.12% of portfolio
|
Q3 2024
Reduced 45.31%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,461
shares
|
$260,373
0.04% of portfolio
|
Q3 2022
Reduced 7.52%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
2,454
shares
|
$259,633
0.01% of portfolio
|
Q4 2024
Reduced 87.87%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2,452
shares
|
$259,421
0.03% of portfolio
|
Q3 2024
Reduced 38.59%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,419
shares
|
$255,930
0.05% of portfolio
|
Q3 2024
Reduced 32.07%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
2,392
shares
|
$253,073
0.1% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
2,388
shares
|
$252,650
0.06% of portfolio
|
Q3 2024
Added 0.51%
|