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 812 institutions that hold shares in the stock, with a total of 68.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.25 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
United Bank
Vienna, VA |
Aug 14, 2024 Q2 2024 |
199,024
shares
|
$21.2 Million
2.58% of portfolio
|
Q2 2024
Added 14.72%
|
|
Rmr Wealth Builders
|
Jul 23, 2024 Q2 2024 |
198,964
shares
|
$21.1 Million
2.39% of portfolio
|
Q2 2024
Added 4.11%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
197,126
shares
|
$21 Million
0.23% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
193,894
shares
|
$20.6 Million
0.04% of portfolio
|
Q2 2024
Added 6.65%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
192,582
shares
|
$20.5 Million
0.05% of portfolio
|
Q2 2024
Added 3.29%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
192,358
shares
|
$20.4 Million
0.3% of portfolio
|
Q2 2024
Added 61.36%
|
|
Slow Capital, Inc.
|
Jul 24, 2024 Q2 2024 |
187,969
shares
|
$20 Million
3.18% of portfolio
|
Q2 2024
Reduced 21.68%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
185,614
shares
|
$19.7 Million
0.23% of portfolio
|
Q2 2024
Reduced 11.06%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
173,150
shares
|
$18.4 Million
0.08% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
Nisa Investment Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
171,440
shares
|
$18.2 Million
0.11% of portfolio
|
Q2 2024
Added 43.33%
|
|
Eagle Ridge Investment Management
|
Jul 24, 2024 Q2 2024 |
166,400
shares
|
$17.7 Million
1.61% of portfolio
|
Q2 2024
Added 3.38%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 26, 2024 Q2 2024 |
165,270
shares
|
$17.6 Million
2.1% of portfolio
|
Q2 2024
Added 0.16%
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
160,340
shares
|
$17 Million
0.76% of portfolio
|
Q2 2024
Added 1.11%
|
|
Arkansas Financial Group, Inc.
|
Jul 25, 2024 Q2 2024 |
156,662
shares
|
$16.7 Million
2.93% of portfolio
|
Q2 2024
Added 4.26%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
156,644
shares
|
$16.7 Million
0.07% of portfolio
|
Q2 2024
Reduced 8.15%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
156,525
shares
|
$16.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
149,723
shares
|
$15.9 Million
0.51% of portfolio
|
Q2 2024
Added 4.96%
|
|
Gfs Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
149,101
shares
|
$15.8 Million
1.01% of portfolio
|
Q2 2024
New holding
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
143,345
shares
|
$15.2 Million
1.82% of portfolio
|
Q2 2024
Added 45.44%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
137,454
shares
|
$14.6 Million
0.2% of portfolio
|
Q2 2024
Added 5.11%
|
|
Brandywine Oak Private Wealth LLC
|
Jul 30, 2024 Q2 2024 |
135,784
shares
|
$14.4 Million
1.46% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
135,518
shares
|
$14.4 Million
0.51% of portfolio
|
Q2 2024
Added 23.1%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
134,660
shares
|
$14.3 Million
0.51% of portfolio
|
Q2 2024
Reduced 49.45%
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
134,151
shares
|
$14.3 Million
1.69% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 13, 2024 Q2 2024 |
130,633
shares
|
$13.9 Million
5.5% of portfolio
|
Q2 2024
Added 4.53%
|