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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
49,716
shares
|
$5.26 Million
0.52% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
48,831
shares
|
$5.17 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
48,248
shares
|
$5.1 Million
0.07% of portfolio
|
Q3 2024
Added 381.85%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
47,428
shares
|
$5.02 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
46,984
shares
|
$4.97 Million
0.99% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
45,956
shares
|
$4.86 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
45,721
shares
|
$4.84 Million
0.58% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
45,611
shares
|
$4.82 Million
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
45,372
shares
|
$4.8 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
45,262
shares
|
$4.79 Million
0.09% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
45,170
shares
|
$4.78 Million
0.18% of portfolio
|
Q3 2024
Added 72.97%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
44,558
shares
|
$4.71 Million
1.6% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
43,886
shares
|
$4.64 Million
0.3% of portfolio
|
Q4 2023
Added 23.48%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
43,807
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.54%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
43,383
shares
|
$4.59 Million
0.48% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
43,325
shares
|
$4.58 Million
0.3% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
42,713
shares
|
$4.52 Million
0.22% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
42,678
shares
|
$4.51 Million
2.39% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
42,657
shares
|
$4.51 Million
0.15% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Oct 28, 2024 Q3 2024 |
42,624
shares
|
$4.51 Million
3.8% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
41,967
shares
|
$4.44 Million
0.03% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
41,875
shares
|
$4.43 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
41,559
shares
|
$4.4 Million
0.05% of portfolio
|
Q3 2024
Added 598.71%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
41,537
shares
|
$4.39 Million
0.06% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
41,418
shares
|
$4.38 Million
0.07% of portfolio
|
Q3 2024
Added 0.36%
|