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 |
|---|---|---|---|---|---|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
3,425
shares
|
$361,988
0.13% of portfolio
|
Q1 2024
Added 6.2%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
3,403
shares
|
$359,663
0.26% of portfolio
|
Q2 2024
Reduced 29.15%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,401
shares
|
$359,451
0.25% of portfolio
|
Q2 2023
Reduced 35.83%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
3,398
shares
|
$359,134
0.07% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
3,373
shares
|
$356,492
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,368
shares
|
$355,963
0.17% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
3,343
shares
|
$353,321
0.17% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,327
shares
|
$351,630
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
3,324
shares
|
$351,313
0.08% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
3,322
shares
|
$351,102
0.17% of portfolio
|
Q3 2024
Added 32.67%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,225
shares
|
$340,850
0.12% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
3,222
shares
|
$340,533
0.08% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
3,156
shares
|
$333,557
0.08% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,130
shares
|
$330,809
0.03% of portfolio
|
Q3 2024
Reduced 63.61%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
3,105
shares
|
$328,167
0.06% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
3,102
shares
|
$327,850
0.0% of portfolio
|
Q3 2024
Added 38.67%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
3,077
shares
|
$325,208
0.01% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,071
shares
|
$324,573
0.02% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
3,056
shares
|
$322,988
0.02% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
3,046
shares
|
$321,931
0.02% of portfolio
|
Q3 2024
Reduced 34.17%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
3,029
shares
|
$320,135
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
3,000
shares
|
$317,070
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
3,000
shares
|
$317,070
0.0% of portfolio
|
Q4 2020
Added 50.0%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
2,989
shares
|
$315,907
0.03% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
2,966
shares
|
$313,476
0.14% of portfolio
|
Q2 2024
Added 3.34%
|