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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
119,711
shares
|
$12.7 Million
0.24% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
118,983
shares
|
$12.6 Million
0.81% of portfolio
|
Q4 2022
Reduced 20.04%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
113,679
shares
|
$12 Million
4.36% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
111,907
shares
|
$11.8 Million
3.08% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
111,373
shares
|
$11.8 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
108,645
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
108,046
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
107,587
shares
|
$11.4 Million
0.65% of portfolio
|
Q3 2024
Added 29.43%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
105,565
shares
|
$11.2 Million
1.67% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
103,271
shares
|
$10.9 Million
0.55% of portfolio
|
Q3 2023
Reduced 56.66%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
102,780
shares
|
$10.9 Million
2.26% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
101,171
shares
|
$10.7 Million
0.22% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
99,340
shares
|
$10.5 Million
0.28% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
98,245
shares
|
$10.4 Million
1.85% of portfolio
|
Q3 2023
Added 1.88%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
97,070
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
95,986
shares
|
$10.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
95,511
shares
|
$10.1 Million
0.15% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
94,983
shares
|
$10 Million
3.88% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
94,255
shares
|
$9.97 Million
1.12% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
93,871
shares
|
$9.93 Million
1.18% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
87,844
shares
|
$9.29 Million
0.45% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
85,300
shares
|
$9.02 Million
1.31% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
84,184
shares
|
$8.9 Million
0.94% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
83,668
shares
|
$8.85 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
82,461
shares
|
$8.72 Million
1.37% of portfolio
|
Q3 2024
Reduced 10.71%
|