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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
20,879
shares
|
$2.2 Million
0.21% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
20,465
shares
|
$2.15 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
20,167
shares
|
$2.12 Million
0.93% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
20,114
shares
|
$2.12 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
20,076
shares
|
$2.11 Million
1.71% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
20,050
shares
|
$2.11 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,032
shares
|
$2.11 Million
0.1% of portfolio
|
Q1 2023
Reduced 6.91%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
20,030
shares
|
$2.11 Million
0.14% of portfolio
|
Q3 2024
Added 43.42%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
20,017
shares
|
$2.11 Million
0.15% of portfolio
|
Q4 2024
Reduced 35.11%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
19,928
shares
|
$2.1 Million
0.76% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
19,232
shares
|
$2.03 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
19,138
shares
|
$2.02 Million
0.12% of portfolio
|
Q3 2022
Reduced 59.84%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
19,107
shares
|
$2.01 Million
0.62% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
18,800
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2022
Added 27.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
18,782
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2024
Added 17.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
18,731
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2024
Added 68.19%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
18,579
shares
|
$1.96 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18,524
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
18,428
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
18,361
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,264
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
18,129
shares
|
$1.91 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
18,061
shares
|
$1.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
18,035
shares
|
$1.9 Million
0.15% of portfolio
|
Q3 2024
Added 51.99%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
18,025
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.28%
|