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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
63,603
shares
|
$6.72 Million
0.06% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,336
shares
|
$6.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
62,272
shares
|
$6.58 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
62,269
shares
|
$6.58 Million
0.24% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
60,845
shares
|
$6.43 Million
0.67% of portfolio
|
Q4 2024
Added 40.25%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
60,238
shares
|
$6.36 Million
0.26% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
59,583
shares
|
$6.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 82.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
59,538
shares
|
$6.29 Million
0.0% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
59,518
shares
|
$6.29 Million
2.19% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
59,429
shares
|
$6.28 Million
2.74% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
59,370
shares
|
$6.27 Million
0.98% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
59,341
shares
|
$6.27 Million
0.07% of portfolio
|
Q4 2024
Added 81.32%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
57,666
shares
|
$6.09 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
57,558
shares
|
$6.08 Million
0.01% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
56,831
shares
|
$6 Million
0.64% of portfolio
|
Q4 2024
Added 248.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
56,806
shares
|
$6 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.58%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
56,644
shares
|
$5.98 Million
5.56% of portfolio
|
Q4 2024
Reduced 99.05%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
55,395
shares
|
$5.85 Million
0.16% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
55,007
shares
|
$5.81 Million
0.11% of portfolio
|
Q4 2024
Added 15.98%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
54,279
shares
|
$5.73 Million
0.08% of portfolio
|
Q4 2024
Added 30.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
53,509
shares
|
$5.65 Million
0.09% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
52,601
shares
|
$5.56 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
52,332
shares
|
$5.53 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
51,687
shares
|
$5.46 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
51,428
shares
|
$5.43 Million
0.12% of portfolio
|
Q4 2024
Added 0.12%
|