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 831 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 $7.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
2,797
shares
|
$294,524
0.01% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,778
shares
|
$292,523
0.02% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,769
shares
|
$291,575
0.5% of portfolio
|
Q2 2022
Reduced 23.99%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
2,766
shares
|
$291,259
0.09% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
2,760
shares
|
$290,628
0.03% of portfolio
|
Q2 2024
Reduced 27.81%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
2,749
shares
|
$289,469
0.12% of portfolio
|
Q4 2023
Added 22.02%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
2,717
shares
|
$286,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
2,700
shares
|
$284,310
0.0% of portfolio
|
Q3 2022
Added 80.0%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,681
shares
|
$282,309
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,669
shares
|
$281,045
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,660
shares
|
$280,098
0.11% of portfolio
|
Q2 2022
Reduced 6.99%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
2,655
shares
|
$279,571
0.18% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
2,653
shares
|
$279,360
0.06% of portfolio
|
Q2 2024
Added 6.38%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
2,640
shares
|
$277,992
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
2,628
shares
|
$276,728
0.11% of portfolio
|
Q3 2024
Reduced 41.22%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
2,619
shares
|
$275,780
0.11% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
2,610
shares
|
$274,833
0.11% of portfolio
|
Q3 2023
Reduced 14.29%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
2,601
shares
|
$273,885
0.23% of portfolio
|
Q2 2024
Added 24.51%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
2,585
shares
|
$272,200
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,556
shares
|
$269,146
0.02% of portfolio
|
Q4 2023
Reduced 31.75%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,539
shares
|
$267,356
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
2,508
shares
|
$264,092
0.04% of portfolio
|
Q3 2024
Reduced 42.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
2,503
shares
|
$263,565
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,484
shares
|
$261,565
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
2,473
shares
|
$260,406
0.12% of portfolio
|
Q3 2024
Reduced 45.31%
|