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 $7.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
466,753
shares
|
$49.5 Million
9.27% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
421,603
shares
|
$44.7 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
417,655
shares
|
$44.3 Million
0.1% of portfolio
|
Q4 2024
Added 59.83%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
401,151
shares
|
$42.6 Million
0.09% of portfolio
|
Q4 2024
Added 19.68%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
385,488
shares
|
$40.9 Million
1.11% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
366,922
shares
|
$38.9 Million
0.05% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
354,349
shares
|
$37.6 Million
3.96% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
343,326
shares
|
$36.4 Million
0.72% of portfolio
|
Q4 2024
Added 46.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
328,300
shares
|
$34.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 34.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
304,083
shares
|
$32.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
301,914
shares
|
$32 Million
0.01% of portfolio
|
Q4 2024
Added 25.36%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
289,339
shares
|
$30.7 Million
0.73% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
286,031
shares
|
$30.4 Million
7.87% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
282,085
shares
|
$29.9 Million
0.06% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
273,018
shares
|
$29 Million
1.13% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
272,004
shares
|
$28.9 Million
0.3% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
265,852
shares
|
$28.2 Million
0.04% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
258,386
shares
|
$27.4 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.47%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
255,047
shares
|
$27.1 Million
2.07% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
239,685
shares
|
$25.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
233,877
shares
|
$24.8 Million
2.57% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
231,777
shares
|
$24.6 Million
0.05% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
225,282
shares
|
$23.9 Million
0.71% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
216,529
shares
|
$23 Million
0.06% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
212,280
shares
|
$22.5 Million
1.86% of portfolio
|
Q4 2024
Added 1.18%
|