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 901 institutions that hold shares in the stock, with a total of 71.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
3,000
shares
|
$316,920
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
3,000
shares
|
$316,920
0.0% of portfolio
|
Q4 2020
Added 50.0%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
2,990
shares
|
$315,863
0.29% of portfolio
|
Q4 2023
Added 319.16%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,980
shares
|
$314,807
0.03% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,966
shares
|
$313,328
0.14% of portfolio
|
Q2 2024
Added 3.34%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
2,951
shares
|
$311,743
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
2,950
shares
|
$311,638
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
2,948
shares
|
$311,426
0.14% of portfolio
|
Q1 2024
Reduced 18.16%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,930
shares
|
$309,525
0.03% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
2,929
shares
|
$309,419
0.07% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,916
shares
|
$308,046
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
2,910
shares
|
$307,412
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
2,904
shares
|
$306,778
0.33% of portfolio
|
Q4 2024
Reduced 19.38%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,896
shares
|
$305,933
0.13% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,887
shares
|
$304,982
0.06% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
2,885
shares
|
$304,771
0.07% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,869
shares
|
$303,081
0.02% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
2,805
shares
|
$296,320
0.21% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
2,804
shares
|
$296,214
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
2,796
shares
|
$295,369
0.05% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
2,782
shares
|
$293,890
0.21% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
2,773
shares
|
$292,939
0.07% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,769
shares
|
$292,517
0.5% of portfolio
|
Q2 2022
Reduced 23.99%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,766
shares
|
$292,200
0.09% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
2,760
shares
|
$291,566
0.03% of portfolio
|
Q2 2024
Reduced 27.81%
|