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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
81,575
shares
|
$8.62 Million
0.34% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
77,765
shares
|
$8.21 Million
0.02% of portfolio
|
Q3 2024
Added 289.62%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
77,503
shares
|
$8.19 Million
0.16% of portfolio
|
Q4 2022
Added 8.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
72,541
shares
|
$7.66 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
72,243
shares
|
$7.63 Million
0.05% of portfolio
|
Q3 2024
Added 134.17%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
72,229
shares
|
$7.63 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
71,343
shares
|
$7.54 Million
0.22% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
71,000
shares
|
$7.5 Million
4.64% of portfolio
|
Q1 2024
Added 6.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
69,642
shares
|
$7.36 Million
0.73% of portfolio
|
Q3 2024
Added 20.97%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
68,520
shares
|
$7.24 Million
2.71% of portfolio
|
Q3 2024
Added 48.49%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
68,204
shares
|
$7.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
67,933
shares
|
$7.18 Million
0.49% of portfolio
|
Q3 2024
Added 23.51%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
67,550
shares
|
$7.14 Million
4.16% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
67,133
shares
|
$7.09 Million
0.65% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
66,641
shares
|
$7.04 Million
0.73% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
65,228
shares
|
$6.89 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
65,064
shares
|
$6.87 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
64,912
shares
|
$6.86 Million
0.1% of portfolio
|
Q3 2023
Reduced 23.76%
|
|
|
Horiko Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
64,878
shares
|
$6.85 Million
1.99% of portfolio
|
Q3 2024
Reduced 50.24%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
64,743
shares
|
$6.84 Million
2.44% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
64,534
shares
|
$6.82 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
64,384
shares
|
$6.8 Million
0.89% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
64,253
shares
|
$6.79 Million
0.33% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,823
shares
|
$6.64 Million
0.02% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
62,648
shares
|
$6.62 Million
0.11% of portfolio
|
Q3 2024
Added 6.56%
|