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 831 institutions that hold shares in the stock, with a total of 69 Million shares, which have been reported (via 13F filing form) to have a value of $7.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
24,401
shares
|
$2.57 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
24,400
shares
|
$2.57 Million
0.22% of portfolio
|
Q3 2024
Reduced 95.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
24,114
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,784
shares
|
$2.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
23,672
shares
|
$2.49 Million
0.08% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
23,341
shares
|
$2.46 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
23,275
shares
|
$2.45 Million
0.17% of portfolio
|
Q2 2022
Added 37.54%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
23,248
shares
|
$2.45 Million
0.3% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
23,071
shares
|
$2.43 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
22,119
shares
|
$2.33 Million
1.26% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
22,006
shares
|
$2.32 Million
0.11% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
21,978
shares
|
$2.31 Million
0.28% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
21,695
shares
|
$2.28 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
21,686
shares
|
$2.28 Million
0.3% of portfolio
|
Q3 2023
Reduced 10.46%
|
|
|
Safir Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
21,614
shares
|
$2.28 Million
1.77% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
21,605
shares
|
$2.28 Million
0.19% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
21,548
shares
|
$2.27 Million
0.54% of portfolio
|
Q3 2024
Reduced 78.86%
|
|
|
Penney Financial, LLC
Houston, TX |
Dec 31, 2024 Q3 2024 |
21,490
shares
|
$2.26 Million
1.56% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
21,481
shares
|
$2.26 Million
0.75% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
21,470
shares
|
$2.26 Million
0.75% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
21,411
shares
|
$2.25 Million
0.34% of portfolio
|
Q2 2023
Reduced 30.35%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
21,403
shares
|
$2.25 Million
0.85% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
21,273
shares
|
$2.24 Million
1.12% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
21,268
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
21,201
shares
|
$2.23 Million
0.73% of portfolio
|
Q2 2024
Added 46.45%
|