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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
41,537
shares
|
$4.39 Million
0.06% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
41,418
shares
|
$4.38 Million
0.07% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
41,331
shares
|
$4.37 Million
0.22% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
41,206
shares
|
$4.36 Million
2.26% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
41,124
shares
|
$4.35 Million
0.2% of portfolio
|
Q3 2024
Reduced 19.3%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
40,888
shares
|
$4.32 Million
0.44% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
40,772
shares
|
$4.31 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
39,890
shares
|
$4.22 Million
2.61% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
39,576
shares
|
$4.19 Million
0.95% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
38,427
shares
|
$4.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 40.94%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
37,905
shares
|
$4.01 Million
1.06% of portfolio
|
Q3 2024
Reduced 34.15%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
37,686
shares
|
$3.99 Million
0.24% of portfolio
|
Q3 2022
Reduced 22.18%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
37,433
shares
|
$3.96 Million
1.22% of portfolio
|
Q4 2024
Added 50.3%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
37,383
shares
|
$3.95 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
37,237
shares
|
$3.94 Million
1.17% of portfolio
|
Q4 2021
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
36,852
shares
|
$3.9 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
36,602
shares
|
$3.87 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
36,445
shares
|
$3.85 Million
0.91% of portfolio
|
Q4 2022
Added 1103.2%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
36,250
shares
|
$3.83 Million
0.83% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
35,975
shares
|
$3.81 Million
0.12% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
35,830
shares
|
$3.79 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
35,484
shares
|
$3.75 Million
0.05% of portfolio
|
Q3 2024
Added 27.91%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 06, 2024 Q3 2024 |
35,484
shares
|
$3.75 Million
3.43% of portfolio
|
Q3 2024
Added 27.91%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
35,186
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.0%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
35,095
shares
|
$3.71 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.71%
|