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 901 institutions that hold shares in the stock, with a total of 71.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
609
shares
|
$64,334
0.0% of portfolio
|
Q4 2024
Added 48.18%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
592
shares
|
$62,538
0.02% of portfolio
|
Q1 2024
Added 31.56%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
580
shares
|
$61,271
0.03% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
478
shares
|
$50,495
0.01% of portfolio
|
Q4 2024
Reduced 61.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
473
shares
|
$49,967
0.02% of portfolio
|
Q4 2024
Reduced 67.42%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
472
shares
|
$49,862
0.08% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
450
shares
|
$47,538
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
425
shares
|
$44,897
0.0% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
415
shares
|
$43,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
409
shares
|
$43,206
0.0% of portfolio
|
Q2 2024
Added 3.54%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
375
shares
|
$39,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
329
shares
|
$34,755
0.01% of portfolio
|
Q3 2023
Reduced 13.19%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
300
shares
|
$31,692
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
297
shares
|
$31,375
0.0% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
278
shares
|
$29,367
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
259
shares
|
$27,360
0.02% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
252
shares
|
$26,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
250
shares
|
$26,410
0.0% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
240
shares
|
$25,353
0.01% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
232
shares
|
$24,508
0.01% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
229
shares
|
$24,191
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
200
shares
|
$21,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
200
shares
|
$21,128
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
200
shares
|
$21,128
0.01% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
198
shares
|
$20,916
0.0% of portfolio
|
Q4 2024
Added 273.58%
|