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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
11,976
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
11,849
shares
|
$1.25 Million
0.53% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,823
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2020
Added 7.57%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
11,538
shares
|
$1.22 Million
0.24% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
11,435
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
11,337
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
11,299
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
11,278
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2024
Added 56.31%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
11,274
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
11,214
shares
|
$1.18 Million
0.26% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
11,189
shares
|
$1.18 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
11,144
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2024
Reduced 36.05%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
11,089
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,892
shares
|
$1.15 Million
0.45% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,813
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
10,725
shares
|
$1.13 Million
0.29% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
10,671
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
10,635
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2024
Added 15.01%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
10,328
shares
|
$1.09 Million
0.77% of portfolio
|
Q1 2024
Added 33.09%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,281
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 26.36%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
10,163
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 21.39%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
10,036
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
10,034
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
10,032
shares
|
$1.06 Million
0.24% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
10,020
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.32%
|