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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,091
shares
|
$537,100
0.03% of portfolio
|
Q3 2024
Reduced 22.61%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
5,084
shares
|
$536,362
0.0% of portfolio
|
Q2 2024
Added 84.87%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
5,074
shares
|
$535,307
0.11% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,072
shares
|
$535,096
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,066
shares
|
$534,463
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
5,036
shares
|
$531,298
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
5,036
shares
|
$531,298
0.01% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,005
shares
|
$528,027
0.01% of portfolio
|
Q4 2024
Reduced 58.94%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
5,000
shares
|
$527,500
0.08% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,985
shares
|
$525,917
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,975
shares
|
$524,862
0.21% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
4,955
shares
|
$522,752
0.32% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,950
shares
|
$522,225
0.18% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
4,892
shares
|
$516,106
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
4,879
shares
|
$514,734
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
4,877
shares
|
$514,523
0.33% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,870
shares
|
$513,785
0.31% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,854
shares
|
$512,097
0.01% of portfolio
|
Q3 2024
Reduced 24.79%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,837
shares
|
$510,303
0.12% of portfolio
|
Q4 2024
Added 21.26%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,823
shares
|
$508,826
0.01% of portfolio
|
Q3 2024
Reduced 15.64%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
4,816
shares
|
$508,088
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,768
shares
|
$503,024
0.01% of portfolio
|
Q3 2024
Added 45.9%
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
4,750
shares
|
$501,125
0.05% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,739
shares
|
$499,964
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,702
shares
|
$496,061
0.04% of portfolio
|
Q3 2022
Added 88.76%
|