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 929 institutions that hold shares in the stock, with a total of 83.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.81 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
3,597
shares
|
$379,915
0.01% of portfolio
|
Q4 2024
New holding
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
3,558
shares
|
$375,795
0.08% of portfolio
|
Q1 2025
New holding
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,558
shares
|
$375,795
0.02% of portfolio
|
Q1 2025
New holding
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,540
shares
|
$373,894
0.06% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
3,539
shares
|
$373,789
0.04% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,528
shares
|
$372,627
0.05% of portfolio
|
Q4 2024
Added 25.06%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
3,521
shares
|
$371,888
0.57% of portfolio
|
Q3 2023
Added 0.14%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3,496
shares
|
$369,247
0.21% of portfolio
|
Q1 2022
Reduced 9.62%
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
3,496
shares
|
$369,247
0.18% of portfolio
|
Q4 2024
Added 5.24%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
3,496
shares
|
$369,247
0.11% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,469
shares
|
$366,395
0.04% of portfolio
|
Q3 2024
Added 7.03%
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,440
shares
|
$363,332
0.02% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
3,425
shares
|
$361,748
0.13% of portfolio
|
Q1 2024
Added 6.2%
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
3,422
shares
|
$361,431
0.02% of portfolio
|
Q1 2025
New holding
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,421
shares
|
$361,326
0.01% of portfolio
|
Q1 2025
Added 2.06%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,415
shares
|
$360,692
0.07% of portfolio
|
Q1 2025
Added 0.18%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
3,401
shares
|
$359,213
0.25% of portfolio
|
Q2 2023
Reduced 35.83%
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
3,388
shares
|
$357,840
0.08% of portfolio
|
Q1 2025
Added 3.96%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
3,386
shares
|
$357,629
0.17% of portfolio
|
Q1 2025
Added 0.53%
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
3,371
shares
|
$356,045
0.27% of portfolio
|
Q1 2025
Reduced 23.11%
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,369
shares
|
$355,833
0.0% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
3,358
shares
|
$354,671
0.03% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
3,339
shares
|
$352,665
0.05% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
3,320
shares
|
$350,658
0.18% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
3,313
shares
|
$349,919
0.17% of portfolio
|
Q1 2025
Reduced 36.17%
|