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 |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,692
shares
|
$495,006
0.03% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,631
shares
|
$488,570
0.01% of portfolio
|
Q4 2023
Reduced 81.0%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,613
shares
|
$486,671
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
4,600
shares
|
$485,300
0.12% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,591
shares
|
$484,350
0.18% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
4,584
shares
|
$483,612
0.01% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
4,573
shares
|
$482,451
0.0% of portfolio
|
Q1 2024
Reduced 67.22%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
4,529
shares
|
$477,809
0.11% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
4,524
shares
|
$477,282
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
4,440
shares
|
$468,420
0.14% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
4,439
shares
|
$468,314
0.05% of portfolio
|
Q3 2024
Reduced 97.77%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
4,429
shares
|
$467,259
0.01% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
4,421
shares
|
$466,415
0.36% of portfolio
|
Q3 2024
Added 130.38%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
4,387
shares
|
$462,828
0.41% of portfolio
|
Q3 2024
Reduced 52.83%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
4,385
shares
|
$462,617
0.04% of portfolio
|
Q3 2024
Added 89.83%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,379
shares
|
$461,984
0.03% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
4,374
shares
|
$461,457
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,360
shares
|
$459,980
0.16% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
4,356
shares
|
$459,558
0.36% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
4,350
shares
|
$458,925
0.06% of portfolio
|
Q4 2023
Reduced 6.45%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,332
shares
|
$457,026
0.07% of portfolio
|
Q3 2022
Reduced 49.74%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
4,271
shares
|
$450,590
0.02% of portfolio
|
Q4 2024
Added 40.22%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
4,235
shares
|
$446,792
0.06% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,222
shares
|
$445,421
0.0% of portfolio
|
Q3 2024
Added 38.38%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
4,162
shares
|
$439,091
0.01% of portfolio
|
Q3 2024
Reduced 11.26%
|