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 843 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
81,575
shares
|
$8.63 Million
0.34% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
81,492
shares
|
$8.62 Million
0.73% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
77,503
shares
|
$8.2 Million
0.16% of portfolio
|
Q4 2022
Added 8.61%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
74,254
shares
|
$7.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
73,334
shares
|
$7.76 Million
2.84% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
73,199
shares
|
$7.74 Million
0.53% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
73,104
shares
|
$7.73 Million
0.22% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
72,541
shares
|
$7.67 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
72,243
shares
|
$7.64 Million
0.05% of portfolio
|
Q3 2024
Added 134.17%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
72,229
shares
|
$7.64 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
71,000
shares
|
$7.51 Million
4.64% of portfolio
|
Q1 2024
Added 6.73%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
68,204
shares
|
$7.21 Million
0.26% of portfolio
|
Q3 2024
Reduced 20.21%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
67,939
shares
|
$7.19 Million
0.89% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
67,550
shares
|
$7.14 Million
4.58% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
67,133
shares
|
$7.1 Million
0.65% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
66,641
shares
|
$7.05 Million
0.73% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
66,436
shares
|
$7.03 Million
5.03% of portfolio
|
Q4 2024
Added 31536.19%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
65,918
shares
|
$6.97 Million
0.4% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
65,228
shares
|
$6.9 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
64,912
shares
|
$6.87 Million
0.1% of portfolio
|
Q3 2023
Reduced 23.76%
|
|
|
Horiko Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
64,878
shares
|
$6.86 Million
1.99% of portfolio
|
Q3 2024
Reduced 50.24%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
64,743
shares
|
$6.85 Million
2.44% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
64,534
shares
|
$6.83 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
64,253
shares
|
$6.8 Million
0.33% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,823
shares
|
$6.64 Million
0.02% of portfolio
|
Q3 2024
Added 5.84%
|