SUB Institutional Ownership
iShares Short-Term National Muni Bond ETF
1W: +0.4%
1M: -1.3%
3M: -1.7%
YTD: -1.6%
1Y: -1.3%
3Y: +6.9%
5Y: +4.4%
$104.54
-0.03 (-0.03%)
Weekly Expected Move ±0.4%
$104
$104
$105
$105
$105
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SUB
963
Institutional Holders
+27 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
85
New Positions
388
Increased
325
Reduced
44
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1006 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 10,837,871 | 1.1B | +303,864 | +2.9% | 15Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 10,432,746 | 1.1B | +1,236,131 | +13.4% | 26Q | SEC ↗ |
| 3 | MORGAN STANLEY | 5,576,953 | $583M | -339,711 | -5.7% | 60Q | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 4,745,689 | $496M | -187,113 | -3.8% | 71Q | SEC ↗ |
| 5 | UBS Group AG | 3,083,779 | $322M | +169,046 | +5.8% | 47Q | SEC ↗ |
| 6 | Creative Planning | 2,954,555 | $309M | +49,703 | +1.7% | 25Q | SEC ↗ |
| 7 | SEI INVESTMENTS CO | 2,950,954 | $308M | +90,825 | +3.2% | 15Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,551,444 | $162M | +8,909 | +0.6% | 27Q | SEC ↗ |
| 9 | CITIGROUP INC | 1,531,445 | $160M | +77,485 | +5.3% | 40Q | SEC ↗ |
| 10 | CAPTRUST FINANCIAL ADVISORS | 1,388,673 | $145M | +91,945 | +7.1% | 37Q | SEC ↗ |
| 11 | FRANKLIN RESOURCES INC | 1,225,020 | $128M | -56,023 | -4.4% | 22Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 1,139,510 | $119M | +91,048 | +8.7% | 16Q | SEC ↗ |
| 13 | LPL Financial LLC | 1,024,779 | $107M | -12,417 | -1.2% | 53Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 953,664 | $100M | +549,221 | +135.8% | 15Q | SEC ↗ |
| 15 | Robinhood Asset Management, LLC | 901,267 | $94M | +146,000 | +19.3% | 3Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 856,767 | $90M | -4,624 | -0.5% | 66Q | SEC ↗ |
| 17 | Mariner, LLC | 850,660 | $89M | -33,147 | -3.8% | 27Q | SEC ↗ |
| 18 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 813,111 | $85M | -4,802 | -0.6% | 2Q | SEC ↗ |
| 19 | Focus Partners Wealth | 751,428 | $79M | +157,883 | +26.6% | 11Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 742,589 | $78M | +108,402 | +17.1% | 7Q | SEC ↗ |
| 21 | Salomon & Ludwin, LLC | 726,711 | $76M | +15,623 | +2.2% | 15Q | SEC ↗ |
| 22 | NISA INVESTMENT ADVISORS, LLC | 675,290 | $71M | -4,200 | -0.6% | 15Q | SEC ↗ |
| 23 | BANK OF MONTREAL /CAN | 624,527 | $65M | -8,257 | -1.3% | 25Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 590,539 | $62M | +3,180 | +0.5% | 67Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 567,623 | $59M | -35,951 | -6.0% | 46Q | SEC ↗ |
| 26 | Heritage Investment Group, Inc. | 551,509 | $58M | +10,499 | +1.9% | 17Q | SEC ↗ |
| 27 | Allworth Financial LP | 528,122 | $55M | -68,377 | -11.5% | 46Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 526,793 | $55M | -13,316 | -2.5% | 35Q | SEC ↗ |
| 29 | Cerity Partners LLC | 492,533 | $51M | -25,707 | -5.0% | 17Q | SEC ↗ |
| 30 | Truepoint, Inc. | 460,655 | $48M | +11,890 | +2.6% | 12Q | SEC ↗ |
| 31 | US BANCORP \DE | 453,380 | $47M | -23,386 | -4.9% | 65Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 443,202 | $46M | -513 | -0.1% | 71Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 433,650 | $45M | +12,411 | +2.9% | 61Q | SEC ↗ |
| 34 | Orion Porfolio Solutions, LLC | 422,365 | $44M | +55,451 | +15.1% | 42Q | SEC ↗ |
| 35 | WIT, LLC | 418,588 | $44M | — | +0.0% | 5Q | SEC ↗ |
| 36 | Apella Capital, LLC | 415,416 | $43M | -3,060 | -0.7% | 13Q | SEC ↗ |
| 37 | Crestwood Advisors Group, LLC | 396,595 | $41M | -37,513 | -8.6% | 31Q | SEC ↗ |
| 38 | STIFEL FINANCIAL CORP | 359,789 | $38M | +60,976 | +20.4% | 49Q | SEC ↗ |
| 39 | Cetera Investment Advisers | 351,387 | $37M | +23,831 | +7.3% | 24Q | SEC ↗ |
| 40 | Beacon Pointe Advisors, LLC | 343,233 | $36M | -41,982 | -10.9% | 28Q | SEC ↗ |
| 41 | TIAA Wealth Investment Management LLC | 339,158 | $35M | -48,364 | -12.5% | 2Q | SEC ↗ |
| 42 | EP Wealth Advisors, LLC | 338,887 | $35M | +87,259 | +34.7% | 3Q | SEC ↗ |
| 43 | CITIZENS FINANCIAL GROUP INC/RI | 337,842 | $35M | +78,488 | +30.3% | 16Q | SEC ↗ |
| 44 | DGS Capital Management, LLC | 330,165 | $35M | -7,053 | -2.1% | 18Q | SEC ↗ |
| 45 | Merit Financial Group, LLC | 323,060 | $34M | +81,554 | +33.8% | 15Q | SEC ↗ |
| 46 | RMR Wealth Builders | 313,220 | $33M | +18,583 | +6.3% | 19Q | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 310,995 | $33M | +2,762 | +0.9% | 28Q | SEC ↗ |
| 48 | Willis Johnson & Associates, Inc. | 290,740 | $30M | +7,697 | +2.7% | 23Q | SEC ↗ |
| 49 | Modera Wealth Management, LLC | 288,254 | $30M | +12,854 | +4.7% | 23Q | SEC ↗ |
| 50 | Glenview Trust Co | 285,927 | $30M | +22,768 | +8.7% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Elequin Capital, LP | 117,318 | $12M |
| OLD MISSION CAPITAL LLC | 25,496 | $3M |
| BNP PARIBAS FINANCIAL MARKETS | 24,012 | $3M |
| Global Retirement Partners, LLC | 19,937 | $2M |
| IFG Advisory, LLC | 18,050 | $2M |
| Lake Hills Wealth Management, LLC | 17,012 | $2M |
| COMMERCE BANK | 14,097 | $1M |
| Veratis Advisors, Inc. | 13,190 | $1M |
| Fortis Capital Advisors, LLC | 12,162 | $1M |
| Belpointe Asset Management LLC | 12,162 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 11,807 | $1M |
| Nuveen, LLC | 10,908 | $1M |
| Timonier Family Office, LTD. | 10,526 | $1M |
| STANSBERRY ASSET MANAGEMENT, LLC | 9,429 | $986K |
| Lakeshore Financial Planning, Inc. | 9,415 | $984K |
| Rare Wolf Capital LLC | 9,392 | $982K |
| Modern Wealth Management, LLC | 8,242 | $862K |
| Diversify Advisory Services, LLC | 8,160 | $853K |
| Brand Asset Management Group, Inc. | 8,009 | $837K |
| L2 Asset Management, LLC | 7,991 | $835K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| John A. Wolfe & Associates, Inc. | 486,884 | $51M |
| JANE STREET GROUP, LLC | 96,390 | $10M |
| Alaethes Wealth, LLC | 69,878 | $7M |
| Dynasty Wealth Management, LLC | 25,820 | $3M |
| GTS SECURITIES LLC | 13,595 | $1M |
| Independent Advisor Alliance | 10,504 | $1M |
| Ascentis Independent Advisors | 10,038 | $1M |
| 1ST SOURCE BANK | 9,353 | $978K |
| Amplius Wealth Advisors, LLC | 8,708 | $910K |
| Jordan Park Group LLC | 8,329 | $871K |
| NATIONS FINANCIAL GROUP INC, /IA/ / | 7,399 | $773K |
| New World Advisors LLC | 7,355 | $769K |
| SAPIENT CAPITAL LLC | 6,871 | $718K |
| GC Wealth Management RIA, LLC | 6,372 | $666K |
| Lineweaver Wealth Advisors, LLC | 6,231 | $651K |
| SP Asset Management LLC | 5,625 | $588K |
| Quadrant Private Wealth Management, | 5,414 | $566K |
| Flaharty Asset Management, LLC | 5,167 | $540K |
| Sun Financial Inc | 5,082 | $531K |
| London & Capital Asset Management L | 4,798 | $502K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +1,236,131 | +13.4% | 10,432,746 |
| GOLDMAN SACHS GROUP INC | +549,221 | +135.8% | 953,664 |
| BANK OF AMERICA CORP /DE | +303,864 | +2.9% | 10,837,871 |
| UBS Group AG | +169,046 | +5.8% | 3,083,779 |
| Focus Partners Wealth | +157,883 | +26.6% | 751,428 |
| Robinhood Asset Management, LLC | +146,000 | +19.3% | 901,267 |
| BIP Wealth, LLC | +143,717 | +150.2% | 239,389 |
| Abundance Wealth Counselors | +139,220 | +112.4% | 263,074 |
| CX Institutional | +117,626 | +4425.4% | 120,284 |
| RAYMOND JAMES FINANCIAL INC | +108,402 | +17.1% | 742,589 |
| ASSETMARK, INC | +103,378 | +229.3% | 148,456 |
| Central Pacific Bank - Trust Divisi | +92,190 | +2910.0% | 95,358 |
| CAPTRUST FINANCIAL ADVISORS | +91,945 | +7.1% | 1,388,673 |
| AMERIPRISE FINANCIAL INC | +91,048 | +8.7% | 1,139,510 |
| SEI INVESTMENTS CO | +90,825 | +3.2% | 2,950,954 |
| EP Wealth Advisors, LLC | +87,259 | +34.7% | 338,887 |
| Merit Financial Group, LLC | +81,554 | +33.8% | 323,060 |
| CITIZENS FINANCIAL GROUP INC/RI | +78,488 | +30.3% | 337,842 |
| CITIGROUP INC | +77,485 | +5.3% | 1,531,445 |
| OSAIC HOLDINGS, INC. | +68,173 | +32.4% | 278,430 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ALLSTATE CORP | -1,007,428 | -96.2% | 40,156 |
| MORGAN STANLEY | -339,711 | -5.7% | 5,576,953 |
| Bank of New York Mellon Corp | -187,113 | -3.8% | 4,745,689 |
| UBS AM, a distinct business unit of | -161,757 | -43.4% | 211,051 |
| Private Advisor Group, LLC | -73,955 | -75.4% | 24,175 |
| BAILARD, INC. | -70,624 | -40.4% | 104,008 |
| Allworth Financial LP | -68,377 | -11.5% | 528,122 |
| FRANKLIN RESOURCES INC | -56,023 | -4.4% | 1,225,020 |
| TIAA Wealth Investment Management L | -48,364 | -12.5% | 339,158 |
| Beacon Pointe Advisors, LLC | -41,982 | -10.9% | 343,233 |
| Crestwood Advisors Group, LLC | -37,513 | -8.6% | 396,595 |
| JPMORGAN CHASE & CO | -35,951 | -6.0% | 567,623 |
| Mariner, LLC | -33,147 | -3.8% | 850,660 |
| PARTNERS CAPITAL INVESTMENT GROUP, | -32,420 | -14.6% | 189,853 |
| FIFTH THIRD BANCORP | -28,530 | -12.3% | 202,850 |
| SHEETS SMITH WEALTH MANAGEMENT | -27,293 | -26.4% | 76,061 |
| MBM WEALTH CONSULTANTS, LLC | -26,353 | -73.4% | 9,541 |
| Sigma Planning Corp | -25,729 | -80.1% | 6,409 |
| Cerity Partners LLC | -25,707 | -5.0% | 492,533 |
| IF Advisors, LLC | -23,500 | -55.3% | 19,000 |