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 901 institutions that hold shares in the stock, with a total of 71.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
35,975
shares
|
$3.82 Million
0.12% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
35,830
shares
|
$3.8 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
35,323
shares
|
$3.75 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
35,323
shares
|
$3.75 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
35,189
shares
|
$3.73 Million
0.77% of portfolio
|
Q4 2024
Added 593.52%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
35,024
shares
|
$3.72 Million
1.89% of portfolio
|
Q4 2024
Added 277.13%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
34,849
shares
|
$3.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
34,267
shares
|
$3.64 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
34,024
shares
|
$3.61 Million
0.1% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
33,714
shares
|
$3.58 Million
2.08% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
33,553
shares
|
$3.56 Million
1.42% of portfolio
|
Q4 2024
Added 57.73%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
33,307
shares
|
$3.53 Million
1.28% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
32,947
shares
|
$3.5 Million
0.31% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
32,844
shares
|
$3.49 Million
0.06% of portfolio
|
Q2 2023
Reduced 49.1%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
32,824
shares
|
$3.48 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
32,509
shares
|
$3.45 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
32,136
shares
|
$3.41 Million
0.41% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
32,031
shares
|
$3.4 Million
0.07% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
31,781
shares
|
$3.37 Million
1.11% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
31,627
shares
|
$3.36 Million
0.48% of portfolio
|
Q4 2024
Added 46.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
31,491
shares
|
$3.34 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
31,168
shares
|
$3.31 Million
0.93% of portfolio
|
Q4 2024
Reduced 13.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
31,010
shares
|
$3.29 Million
0.11% of portfolio
|
Q4 2024
Added 31.0%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
30,998
shares
|
$3.29 Million
0.06% of portfolio
|
Q4 2024
Added 16.42%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
30,827
shares
|
$3.27 Million
0.14% of portfolio
|
Q4 2024
Reduced 36.87%
|