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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,336
shares
|
$6.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
59,915
shares
|
$6.33 Million
0.06% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
59,583
shares
|
$6.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 82.54%
|
|
|
Lindenwold Advisors
|
Nov 07, 2024 Q3 2024 |
59,386
shares
|
$6.27 Million
3.18% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
59,165
shares
|
$6.25 Million
0.42% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
57,333
shares
|
$6.06 Million
0.55% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
56,360
shares
|
$5.95 Million
0.96% of portfolio
|
Q3 2024
Reduced 42.76%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
55,780
shares
|
$5.89 Million
2.66% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
55,669
shares
|
$5.88 Million
0.25% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
55,477
shares
|
$5.86 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
55,444
shares
|
$5.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
54,978
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2024
Added 23.73%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
53,715
shares
|
$5.67 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
53,630
shares
|
$5.66 Million
5.13% of portfolio
|
Q3 2024
Reduced 14.7%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
53,286
shares
|
$5.63 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
52,332
shares
|
$5.53 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
51,908
shares
|
$5.48 Million
0.1% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
51,662
shares
|
$5.46 Million
1.68% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
51,397
shares
|
$5.43 Million
0.63% of portfolio
|
Q4 2023
Added 155.68%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
51,368
shares
|
$5.43 Million
0.12% of portfolio
|
Q3 2024
Added 56.76%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
51,226
shares
|
$5.41 Million
0.93% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
51,102
shares
|
$5.4 Million
0.15% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
50,688
shares
|
$5.35 Million
0.59% of portfolio
|
Q3 2023
Added 0.19%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
50,603
shares
|
$5.35 Million
0.52% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
49,919
shares
|
$5.27 Million
2.09% of portfolio
|
Q3 2024
Reduced 5.75%
|