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 $7.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
199,894
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
199,571
shares
|
$21.1 Million
0.27% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
197,126
shares
|
$20.9 Million
0.23% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
189,049
shares
|
$20 Million
0.85% of portfolio
|
Q3 2024
Added 17.91%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
184,427
shares
|
$19.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 33.44%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
182,713
shares
|
$19.3 Million
0.06% of portfolio
|
Q3 2024
Added 193.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
175,524
shares
|
$18.6 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
174,940
shares
|
$18.5 Million
2.88% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
174,806
shares
|
$18.5 Million
0.07% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
173,557
shares
|
$18.4 Million
1.62% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
172,043
shares
|
$18.2 Million
0.05% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
170,625
shares
|
$18 Million
0.07% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
165,675
shares
|
$17.5 Million
1.94% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
162,817
shares
|
$17.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 24.56%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
161,433
shares
|
$17.1 Million
2.65% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
151,247
shares
|
$16 Million
0.5% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
140,390
shares
|
$14.9 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
139,693
shares
|
$14.8 Million
1.44% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
139,545
shares
|
$14.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
137,365
shares
|
$14.5 Million
0.5% of portfolio
|
Q2 2024
Added 23.1%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
136,017
shares
|
$14.4 Million
0.49% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
132,738
shares
|
$14 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
127,855
shares
|
$13.5 Million
1.68% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
122,281
shares
|
$12.9 Million
0.22% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
120,072
shares
|
$12.7 Million
0.16% of portfolio
|
Q3 2024
Reduced 12.65%
|