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 855 institutions that hold shares in the stock, with a total of 75.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
119,954
shares
|
$12.7 Million
0.22% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
118,983
shares
|
$12.6 Million
0.81% of portfolio
|
Q4 2022
Reduced 20.04%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
117,284
shares
|
$12.4 Million
0.13% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
115,944
shares
|
$12.3 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
113,679
shares
|
$12 Million
4.36% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
112,174
shares
|
$11.9 Million
1.39% of portfolio
|
Q4 2024
Added 966.29%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
111,907
shares
|
$11.9 Million
3.08% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
111,373
shares
|
$11.8 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
108,645
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
107,587
shares
|
$11.4 Million
0.65% of portfolio
|
Q3 2024
Added 29.43%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
106,953
shares
|
$11.3 Million
1.58% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
105,366
shares
|
$11.2 Million
0.26% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
103,271
shares
|
$10.9 Million
0.55% of portfolio
|
Q3 2023
Reduced 56.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
101,171
shares
|
$10.7 Million
0.22% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
99,340
shares
|
$10.5 Million
0.28% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
98,245
shares
|
$10.4 Million
1.85% of portfolio
|
Q3 2023
Added 1.88%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
97,070
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
95,511
shares
|
$10.1 Million
0.15% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
94,983
shares
|
$10.1 Million
3.88% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
94,802
shares
|
$10 Million
1.14% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
91,828
shares
|
$9.73 Million
1.36% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
91,148
shares
|
$9.66 Million
0.06% of portfolio
|
Q4 2024
Added 26.17%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
89,680
shares
|
$9.5 Million
1.02% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
88,563
shares
|
$9.38 Million
1.09% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
87,844
shares
|
$9.31 Million
0.45% of portfolio
|
Q3 2024
Reduced 10.13%
|