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 |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
259
shares
|
$27,272
0.02% of portfolio
|
Q3 2024
Reduced 26.0%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
240
shares
|
$25,272
0.01% of portfolio
|
Q4 2024
Added 30.43%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
237
shares
|
$24,956
0.0% of portfolio
|
Q3 2024
Reduced 51.13%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
232
shares
|
$24,429
0.01% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
229
shares
|
$24,113
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
200
shares
|
$21,060
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
200
shares
|
$21,060
0.01% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
198
shares
|
$20,849
0.0% of portfolio
|
Q4 2024
Added 273.58%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
197
shares
|
$20,744
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
166
shares
|
$17,479
0.01% of portfolio
|
Q3 2024
Reduced 98.89%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
129
shares
|
$13,583
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
129
shares
|
$13,583
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
118
shares
|
$12,425
0.0% of portfolio
|
Q3 2024
Reduced 80.97%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$10,530
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$10,530
0.0% of portfolio
|
Q2 2022
Reduced 73.68%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
98
shares
|
$10,319
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
91
shares
|
$9,582
0.01% of portfolio
|
Q3 2024
Reduced 99.79%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
88
shares
|
$9,266
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
88
shares
|
$9,266
0.01% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
72
shares
|
$7,581
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
65
shares
|
$6,844
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
61
shares
|
$6,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
56
shares
|
$5,896
0.0% of portfolio
|
Q3 2024
Reduced 86.79%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
50
shares
|
$5,265
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
28
shares
|
$2,948
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|