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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,927
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 41.84%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
9,877
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
9,798
shares
|
$1.03 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
9,713
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2024
Reduced 15.0%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
9,683
shares
|
$1.02 Million
0.57% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
9,605
shares
|
$1.01 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
9,478
shares
|
$999,929
0.28% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
9,387
shares
|
$990,328
0.34% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
9,318
shares
|
$983,049
0.06% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
9,208
shares
|
$971,444
0.0% of portfolio
|
Q3 2024
Added 81.44%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
9,173
shares
|
$967,751
0.18% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,139
shares
|
$964,164
0.0% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
9,078
shares
|
$957,729
0.68% of portfolio
|
Q3 2024
Added 361.98%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
9,045
shares
|
$954,247
0.62% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
9,007
shares
|
$950,238
0.49% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,965
shares
|
$945,807
0.04% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
8,817
shares
|
$930,193
0.07% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
8,675
shares
|
$915,212
0.15% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
8,494
shares
|
$896,117
0.17% of portfolio
|
Q3 2022
Reduced 58.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
8,479
shares
|
$894,534
0.01% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
8,459
shares
|
$892,424
0.03% of portfolio
|
Q3 2024
Reduced 39.77%
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,419
shares
|
$888,204
0.25% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
8,345
shares
|
$880,397
0.05% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
8,314
shares
|
$877,127
0.07% of portfolio
|
Q3 2024
Added 34.73%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
8,311
shares
|
$876,810
0.14% of portfolio
|
Q4 2024
Reduced 24.1%
|