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 834 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 $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
8,295
shares
|
$875,122
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
8,276
shares
|
$873,118
0.7% of portfolio
|
Q4 2024
Added 179.12%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,255
shares
|
$870,902
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
8,236
shares
|
$868,898
0.49% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
8,180
shares
|
$862,990
0.37% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
8,157
shares
|
$860,563
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
8,150
shares
|
$859,825
0.15% of portfolio
|
Q4 2022
Reduced 15.98%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
8,109
shares
|
$855,499
0.15% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
8,033
shares
|
$847,481
0.42% of portfolio
|
Q3 2024
Reduced 8.79%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
8,005
shares
|
$844,527
0.17% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
7,877
shares
|
$831,023
0.04% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,857
shares
|
$828,913
0.02% of portfolio
|
Q4 2024
Reduced 24.73%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
7,827
shares
|
$825,748
0.13% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,820
shares
|
$825,010
0.19% of portfolio
|
Q2 2024
Reduced 44.15%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
7,815
shares
|
$824,482
0.56% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
7,799
shares
|
$822,794
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
7,700
shares
|
$812,350
0.39% of portfolio
|
Q3 2024
Added 35.28%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
7,678
shares
|
$810,029
0.05% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
7,672
shares
|
$809,396
0.04% of portfolio
|
Q4 2024
Added 41.89%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
7,640
shares
|
$806,020
0.11% of portfolio
|
Q3 2024
Reduced 28.62%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
7,632
shares
|
$805,176
0.5% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
7,593
shares
|
$801,061
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
7,592
shares
|
$800,956
0.34% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
7,588
shares
|
$800,534
0.32% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
7,580
shares
|
$799,690
0.03% of portfolio
|
Q3 2024
Reduced 0.2%
|