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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
13,186
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
13,161
shares
|
$1.39 Million
0.33% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
13,137
shares
|
$1.39 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,102
shares
|
$1.38 Million
0.08% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
13,077
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
12,986
shares
|
$1.37 Million
0.53% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
12,929
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
12,910
shares
|
$1.36 Million
0.64% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
12,877
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
12,822
shares
|
$1.35 Million
0.67% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
12,790
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2023
Reduced 12.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,787
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,760
shares
|
$1.35 Million
0.4% of portfolio
|
Q1 2024
Reduced 35.77%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
12,702
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
12,700
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
12,500
shares
|
$1.32 Million
0.24% of portfolio
|
Q3 2024
Added 31.58%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,430
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
12,300
shares
|
$1.3 Million
0.85% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
12,278
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
12,278
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,199
shares
|
$1.29 Million
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
12,054
shares
|
$1.27 Million
0.23% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
12,054
shares
|
$1.27 Million
0.33% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
12,007
shares
|
$1.27 Million
0.9% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,986
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 54.58%
|