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 827 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
27,873
shares
|
$2.95 Million
1.12% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
27,702
shares
|
$2.93 Million
0.31% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,583
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
27,232
shares
|
$2.88 Million
0.94% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
27,049
shares
|
$2.86 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
26,993
shares
|
$2.85 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
26,824
shares
|
$2.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.89%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
26,664
shares
|
$2.82 Million
1.17% of portfolio
|
Q2 2024
Reduced 12.04%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
26,626
shares
|
$2.81 Million
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
26,569
shares
|
$2.81 Million
0.31% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
26,368
shares
|
$2.79 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
26,348
shares
|
$2.78 Million
0.85% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
26,336
shares
|
$2.78 Million
0.58% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
25,793
shares
|
$2.73 Million
1.71% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
25,451
shares
|
$2.69 Million
0.55% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
24,905
shares
|
$2.63 Million
0.86% of portfolio
|
Q3 2024
Added 42.27%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
24,861
shares
|
$2.63 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
24,781
shares
|
$2.62 Million
0.54% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
24,573
shares
|
$2.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
24,535
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
24,484
shares
|
$2.59 Million
0.09% of portfolio
|
Q3 2024
Added 132.63%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
24,401
shares
|
$2.58 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
24,400
shares
|
$2.58 Million
0.22% of portfolio
|
Q3 2024
Reduced 95.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
24,114
shares
|
$2.55 Million
0.08% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,784
shares
|
$2.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|