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 |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
35,024
shares
|
$3.69 Million
1.89% of portfolio
|
Q4 2024
Added 277.13%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
34,887
shares
|
$3.67 Million
0.28% of portfolio
|
Q3 2024
Reduced 45.83%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
34,386
shares
|
$3.62 Million
0.43% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
33,714
shares
|
$3.55 Million
2.08% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
33,699
shares
|
$3.55 Million
0.1% of portfolio
|
Q3 2024
Reduced 18.58%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
33,654
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.28%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
33,499
shares
|
$3.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
33,461
shares
|
$3.52 Million
0.13% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
32,947
shares
|
$3.47 Million
0.31% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
32,844
shares
|
$3.46 Million
0.06% of portfolio
|
Q2 2023
Reduced 49.1%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
32,810
shares
|
$3.45 Million
0.55% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
32,728
shares
|
$3.45 Million
0.04% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
32,355
shares
|
$3.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
31,994
shares
|
$3.37 Million
0.1% of portfolio
|
Q3 2024
Added 8.32%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
31,781
shares
|
$3.35 Million
1.17% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
31,560
shares
|
$3.32 Million
0.95% of portfolio
|
Q3 2024
Reduced 15.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
31,417
shares
|
$3.31 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
31,151
shares
|
$3.28 Million
1.21% of portfolio
|
Q3 2024
Added 49.32%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
30,724
shares
|
$3.24 Million
0.22% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
29,698
shares
|
$3.13 Million
1.04% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
29,566
shares
|
$3.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
28,872
shares
|
$3.04 Million
1.42% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
28,687
shares
|
$3.02 Million
0.12% of portfolio
|
Q2 2020
Added 3.68%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
28,524
shares
|
$3 Million
0.07% of portfolio
|
Q1 2024
Reduced 24.49%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
28,500
shares
|
$3 Million
0.86% of portfolio
|
Q4 2023
New holding
|