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 |
|---|---|---|---|---|---|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
2,093
shares
|
$220,392
0.08% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,045
shares
|
$215,338
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
2,035
shares
|
$214,285
0.05% of portfolio
|
Q3 2023
Reduced 31.67%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,025
shares
|
$213,232
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,023
shares
|
$213,021
0.02% of portfolio
|
Q2 2024
Reduced 86.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,016
shares
|
$212,284
0.02% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$210,600
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$210,600
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,000
shares
|
$210,600
0.02% of portfolio
|
Q3 2021
Reduced 27.8%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
1,998
shares
|
$210,389
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
1,992
shares
|
$209,757
0.01% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
1,983
shares
|
$208,809
0.08% of portfolio
|
Q3 2024
Reduced 38.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,979
shares
|
$208,388
0.02% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,971
shares
|
$207,546
0.0% of portfolio
|
Q3 2024
Reduced 47.65%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,967
shares
|
$207,125
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
1,950
shares
|
$205,335
0.04% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,949
shares
|
$205,229
0.14% of portfolio
|
Q2 2023
Reduced 35.63%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
1,946
shares
|
$204,913
0.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,941
shares
|
$204,387
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,940
shares
|
$204,282
0.07% of portfolio
|
Q3 2024
Reduced 47.43%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
1,935
shares
|
$203,755
0.01% of portfolio
|
Q3 2024
Reduced 44.97%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
1,929
shares
|
$203,123
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
1,922
shares
|
$202,386
0.07% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,917
shares
|
$201,860
0.05% of portfolio
|
Q3 2024
Reduced 71.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,700
shares
|
$179,010
0.05% of portfolio
|
Q4 2020
New holding
|