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 |
---|---|---|---|---|---|
Horiko Capital Management LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
130,383
shares
|
$13.9 Million
3.89% of portfolio
|
Q1 2024
Reduced 6.46%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
121,643
shares
|
$12.9 Million
0.24% of portfolio
|
Q2 2024
Added 6.91%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
118,983
shares
|
$12.6 Million
0.81% of portfolio
|
Q4 2022
Reduced 20.04%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
115,554
shares
|
$12.3 Million
1.27% of portfolio
|
Q2 2024
Added 7.08%
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
112,474
shares
|
$12 Million
3.12% of portfolio
|
Q2 2024
Reduced 24.04%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
108,450
shares
|
$11.5 Million
0.14% of portfolio
|
Q2 2024
Added 11.54%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
107,405
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.86%
|
|
Grove Bank & Trust
|
Jul 24, 2024 Q2 2024 |
103,942
shares
|
$11 Million
1.75% of portfolio
|
Q2 2024
Added 3.9%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
103,428
shares
|
$11 Million
0.13% of portfolio
|
Q2 2024
Added 4.18%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
103,271
shares
|
$11 Million
0.55% of portfolio
|
Q3 2023
Reduced 56.66%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
102,600
shares
|
$10.9 Million
0.22% of portfolio
|
Q2 2024
Added 0.63%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
102,067
shares
|
$10.8 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
101,938
shares
|
$10.8 Million
0.55% of portfolio
|
Q2 2024
Added 38.34%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
99,911
shares
|
$10.6 Million
0.02% of portfolio
|
Q2 2024
Added 27.63%
|
|
Brio Consultants, LLC
|
Aug 05, 2024 Q2 2024 |
98,458
shares
|
$10.5 Million
1.7% of portfolio
|
Q2 2024
Added 4.49%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
98,245
shares
|
$10.4 Million
1.85% of portfolio
|
Q3 2023
Added 1.88%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
98,088
shares
|
$10.4 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
97,743
shares
|
$10.4 Million
0.53% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
95,583
shares
|
$10.2 Million
0.28% of portfolio
|
Q2 2024
Added 5.78%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
93,896
shares
|
$9.98 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.31%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
93,871
shares
|
$9.98 Million
1.18% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 09, 2024 Q2 2024 |
92,351
shares
|
$9.82 Million
1.71% of portfolio
|
Q2 2024
Reduced 8.52%
|
|
Heartwood Wealth Advisors LLC
|
Jul 09, 2024 Q2 2024 |
91,086
shares
|
$9.68 Million
1.14% of portfolio
|
Q2 2024
Added 1.86%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
90,220
shares
|
$9.59 Million
0.13% of portfolio
|
Q2 2024
Added 26.1%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
85,480
shares
|
$9.09 Million
0.29% of portfolio
|
Q2 2024
Reduced 6.02%
|