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 843 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
491,540
shares
|
$52 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
490,955
shares
|
$51.9 Million
0.32% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
466,753
shares
|
$49.4 Million
9.27% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
417,655
shares
|
$44.2 Million
0.1% of portfolio
|
Q4 2024
Added 59.83%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
356,589
shares
|
$37.7 Million
1.04% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
344,022
shares
|
$36.4 Million
0.05% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
335,189
shares
|
$35.5 Million
0.08% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
322,047
shares
|
$34.1 Million
0.04% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
311,250
shares
|
$32.9 Million
4.2% of portfolio
|
Q4 2023
Added 12.02%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
289,339
shares
|
$30.6 Million
0.73% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
286,031
shares
|
$30.3 Million
7.87% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
273,018
shares
|
$28.9 Million
1.13% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
264,704
shares
|
$28 Million
0.06% of portfolio
|
Q3 2024
Added 37.45%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
258,386
shares
|
$27.3 Million
0.17% of portfolio
|
Q2 2023
Reduced 94.47%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
252,870
shares
|
$26.7 Million
2.04% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
250,617
shares
|
$26.5 Million
0.04% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
247,015
shares
|
$26.1 Million
0.28% of portfolio
|
Q3 2024
Added 10.83%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
240,841
shares
|
$25.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 12.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
239,685
shares
|
$25.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
234,880
shares
|
$24.8 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
233,877
shares
|
$24.7 Million
2.57% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
230,069
shares
|
$24.3 Million
0.05% of portfolio
|
Q3 2024
Added 130.27%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
225,282
shares
|
$23.8 Million
0.71% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
209,807
shares
|
$22.2 Million
1.84% of portfolio
|
Q3 2024
Reduced 25.32%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
208,398
shares
|
$22 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.21%
|