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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
5,751
shares
|
$606,730
0.31% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,748
shares
|
$606,414
0.01% of portfolio
|
Q1 2024
Added 16.17%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,719
shares
|
$603,354
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
5,699
shares
|
$601,244
0.24% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
5,625
shares
|
$593,437
0.39% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
5,624
shares
|
$593,332
0.06% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
5,610
shares
|
$591,855
0.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
5,564
shares
|
$587,002
0.14% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,513
shares
|
$581,621
0.14% of portfolio
|
Q3 2024
Added 104.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,509
shares
|
$581,199
0.02% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
5,500
shares
|
$580,250
0.05% of portfolio
|
Q4 2023
Reduced 26.67%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,484
shares
|
$578,562
0.08% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
5,465
shares
|
$576,557
0.22% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,449
shares
|
$574,869
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,352
shares
|
$564,636
0.1% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,351
shares
|
$564,530
0.12% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
5,305
shares
|
$559,677
0.17% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
5,277
shares
|
$556,723
0.07% of portfolio
|
Q3 2024
Added 49.7%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,237
shares
|
$552,503
0.05% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
5,230
shares
|
$551,765
0.11% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
5,178
shares
|
$546,279
0.0% of portfolio
|
Q3 2024
Added 71.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
5,165
shares
|
$544,907
0.02% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
5,164
shares
|
$544,802
0.02% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
5,163
shares
|
$544,696
0.22% of portfolio
|
Q3 2024
Reduced 58.2%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
5,159
shares
|
$544,274
0.05% of portfolio
|
Q3 2024
Reduced 12.88%
|