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 |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
6,497
shares
|
$685,433
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
6,483
shares
|
$683,956
0.32% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
6,466
shares
|
$682,163
0.05% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
6,450
shares
|
$680,475
0.34% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
6,420
shares
|
$677,310
0.0% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
6,407
shares
|
$675,938
0.57% of portfolio
|
Q4 2022
Added 164.53%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,405
shares
|
$675,727
0.29% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
6,393
shares
|
$674,461
0.01% of portfolio
|
Q4 2023
Reduced 2.1%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
6,330
shares
|
$667,815
0.08% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
6,308
shares
|
$665,494
0.02% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
6,300
shares
|
$664,650
0.62% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,182
shares
|
$652,201
0.07% of portfolio
|
Q3 2024
Added 62.6%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
6,159
shares
|
$649,774
0.1% of portfolio
|
Q4 2024
Added 132.85%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
6,138
shares
|
$647,559
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
6,127
shares
|
$646,398
0.46% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,058
shares
|
$639,119
0.01% of portfolio
|
Q4 2024
Added 73.33%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
5,984
shares
|
$631,312
0.08% of portfolio
|
Q3 2024
Reduced 82.63%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
5,963
shares
|
$629,096
0.04% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
5,929
shares
|
$625,509
0.19% of portfolio
|
Q3 2024
Reduced 36.22%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
5,917
shares
|
$624,243
0.05% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,894
shares
|
$621,817
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
5,893
shares
|
$621,711
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
5,864
shares
|
$618,652
0.32% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,863
shares
|
$618,546
0.0% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,860
shares
|
$618,230
0.11% of portfolio
|
Q3 2024
Added 3173.74%
|