iShares Short-Term NationalSUBETF
13F holders, Q2 2026 (June 30)915holders +25
69new positions
45sold out
3famous investors
$106.46avg. 13F price*
At the end of Q2 2026, 915 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 25 from Q1 2026. 69 opened new positions and 45 sold out. The largest holders were Bank of America Corp. ($1.2B), Mercer Global Advisors Inc. ($1.1B) and Morgan Stanley ($593.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Short-Term National
- CUSIP
- 464288158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $46.5M |
| Exits | 45 | $30.3M |
All 13F filers, Q1 2026 → Q2 2026: 6,384,994 shares bought and 3,371,278 shares sold, net +3,013,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 915 holders
| Bank of America Corp. | 0.07% | Add +2.9% | 10,837,871 | $1.2B |
| Mercer Global Advisors Inc. | 1.37% | Add +13.4% | 10,432,746 | $1.1B |
| Morgan Stanley | 0.03% | Reduce -5.7% | 5,576,953 | $593.8M |
| Bank of New York Mellon Corp | 0.08% | Reduce -3.8% | 4,745,689 | $505.3M |
| UBS Group AG | 0.05% | Add +5.8% | 3,083,779 | $328.3M |
| Creative Planning | 0.18% | Add +1.7% | 2,954,555 | $314.6M |
| Sei Investments Co. | 0.28% | Add +3.2% | 2,950,954 | $314.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +0.6% | 1,551,444 | $165.2M |
| Citigroup Inc. | 0.08% | Add +5.3% | 1,531,445 | $163.1M |
| Captrust Financial Advisors | 0.23% | Add +7.1% | 1,388,673 | $147.9M |
| Franklin Resources Inc. | 0.03% | Reduce -4.4% | 1,225,020 | $130.4M |
| Ameriprise Financial Inc. | 0.02% | Add +8.7% | 1,139,510 | $121.3M |
| LPL Financial LLC | 0.02% | Reduce -1.2% | 1,024,779 | $109.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +135.8% | 953,664 | $101.5M |
| Robinhood Asset Management, LLC | 5.13% | Add +19.3% | 901,267 | $96.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.5% | 856,767 | $91.2M |
| Mariner, LLC | 0.09% | Reduce -3.8% | 850,660 | $90.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.30% | Reduce -0.6% | 813,111 | $86.6M |
| Focus Partners Wealth | 0.08% | Add +26.6% | 751,428 | $80.0M |
| Raymond James Financial Inc. | 0.02% | Add +17.1% | 742,589 | $79.1M |
| Salomon & Ludwin, LLC | 6.36% | Add +2.2% | 726,711 | $77.3M |
| Nisa Investment Advisors, LLC | 0.22% | Reduce -0.6% | 675,290 | $71.9M |
| Bank of Montreal | 0.02% | Reduce -1.3% | 624,527 | $66.5M |
| Royal Bank of Canada | 0.01% | Add +0.5% | 590,539 | $62.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.0% | 567,623 | $60.4M |
| Heritage Investment Group, Inc. | 7.89% | Add +1.9% | 551,509 | $58.7M |
| Allworth Financial LP | 0.24% | Reduce -11.5% | 528,122 | $56.2M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.5% | 526,793 | $56.1M |
| Cerity Partners LLC | 0.06% | Reduce -5.0% | 492,533 | $52.4M |
| Truepoint, Inc. | 1.02% | Add +2.6% | 460,655 | $49.0M |
| US Bancorp \de | 0.05% | Reduce -4.9% | 453,380 | $48.3M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 443,202 | $47.2M |
| HighTower Advisors, LLC | 0.04% | Add +3.0% | 433,650 | $46.2M |
| Orion Porfolio Solutions, LLC | 0.34% | Add +15.1% | 422,365 | $45.0M |
| Wit, LLC | 0.71% | No change | 418,588 | $44.6M |
| Apella Capital, LLC | 0.62% | Reduce -0.7% | 415,416 | $44.2M |
| Crestwood Advisors Group, LLC | 0.63% | Reduce -8.6% | 396,595 | $42.2M |
| Stifel Financial Corp. | 0.03% | Add +20.4% | 359,789 | $38.3M |
| Cetera Investment Advisers | 0.03% | Add +7.3% | 351,387 | $37.4M |
| Beacon Pointe Advisors, LLC | 0.17% | Reduce -10.9% | 343,233 | $36.5M |
| TIAA Wealth Investment Management LLC | 0.24% | Reduce -12.5% | 339,158 | $36.1M |
| EP Wealth Advisors, LLC | 0.14% | Add +34.7% | 338,887 | $36.1M |
| Citizens Financial Group Inc. | 0.43% | Add +30.3% | 337,842 | $36.0M |
| Merit Financial Group, LLC | 0.21% | Add +33.8% | 323,060 | $34.4M |
| RMR Wealth Builders | 2.07% | Add +6.3% | 313,220 | $33.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.9% | 310,995 | $33.1M |
| Willis Johnson & Associates, Inc. | 1.72% | Add +2.7% | 290,740 | $31.0M |
| Modera Wealth Management, LLC | 0.33% | Add +4.7% | 288,254 | $30.7M |
| Glenview Trust Co | 0.42% | Add +8.7% | 285,927 | $30.4M |
| Bear Mountain Capital, Inc. | 8.69% | Add +9.1% | 282,429 | $30.0M |
| Gross & Hartman Investments LLC | 13.23% | Add +1.7% | 281,424 | $30.0M |
| Osaic Holdings, Inc. | 0.03% | Add +32.4% | 278,430 | $29.6M |
| CIBC Bancorp USA Inc. | 0.04% | Add +11.1% | 276,817 | $29.3M |
| Cahaba Wealth Management, Inc. | 1.73% | Add +4.2% | 270,064 | $28.8M |
| Ritholtz Wealth Management | 0.42% | Reduce -1.5% | 267,213 | $28.5M |
| Freestone Capital Holdings, LLC | 0.74% | Add +13.5% | 265,422 | $28.3M |
| Abundance Wealth Counselors | 1.82% | Add +112.4% | 263,074 | $28.0M |
| Jones Financial Companies LLLP | 0.01% | Add +19.8% | 255,556 | $27.2M |
| LVW Advisors, LLC | 2.34% | Add +10.3% | 253,970 | $27.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +28.7% | 254,562 | $26.6M |
| Old National Bancorp | 0.52% | Reduce -6.8% | 244,497 | $26.0M |
| BIP Wealth, LLC | 0.72% | Add +150.2% | 239,389 | $25.5M |
| Safe Harbor Family Capital, LLC | 16.71% | Add +1.5% | 234,813 | $25.0M |
| GAMMA Investing LLC | 0.88% | Add +23.6% | 221,849 | $23.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.4% | 211,051 | $22.5M |
| Mather Group, Llc. | 0.19% | Add +4.0% | 205,542 | $21.9M |
| Fifth Third Bancorp | 0.04% | Reduce -12.3% | 202,850 | $21.6M |
| Legacy Edge Advisors, LLC | 1.95% | Add +1.6% | 199,011 | $21.2M |
| Ascent Group, LLC | 0.61% | Add +2.4% | 192,334 | $20.5M |
| Partners Capital Investment Group, LLP | 0.71% | Reduce -14.6% | 189,853 | $20.2M |
| Alesco Advisors, LLC, An ESL Co | 0.46% | Add +9.0% | 189,555 | $20.2M |
| Carnegie Investment Counsel | 0.39% | Reduce -3.9% | 183,174 | $19.5M |
| Members Trust Co | 0.61% | Reduce -2.5% | 182,646 | $19.4M |
| Betterment LLC | 0.03% | Reduce -2.3% | 182,548 | $19.4M |
| Arkansas Financial Group, Inc. | 2.42% | Reduce -0.6% | 174,286 | $18.6M |
| One Capital Management, LLC | 0.51% | No change | 171,415 | $18.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +38.6% | 169,073 | $18.0M |
| Bank of Hawaii | 0.89% | Add +15.5% | 169,036 | $18.0M |
| Brown Wealth Management, LLC | 4.00% | Add +8.2% | 168,105 | $17.9M |
| Ellevest, Inc. | 2.09% | Add +1.1% | 166,205 | $17.7M |
| TD Private Client Wealth LLC | 0.31% | Add +7.0% | 159,941 | $17.0M |
| MML Investors Services, LLC | 0.03% | Add +37.7% | 154,022 | $16.4M |
| First National Bank of Omaha | 0.46% | Add +14.4% | 152,477 | $16.2M |
| Prime Capital Investment Advisors, LLC | 0.16% | Add +2.4% | 150,565 | $16.0M |
| Dakota Wealth Management | 0.30% | Add +1.3% | 149,771 | $15.9M |
| Assetmark, Inc. | 0.03% | Add +229.3% | 148,456 | $15.8M |
| Peapack Gladstone Financial Corp. | 0.18% | Add +1.9% | 147,760 | $15.7M |
| Wealthcare Advisory Partners LLC | 0.30% | Add +26.2% | 146,517 | $15.6M |
| Brookstone Capital Management | 0.15% | Add +15.7% | 144,483 | $15.4M |
| Brandywine Oak Private Wealth LLC | 1.15% | Reduce -2.4% | 141,844 | $15.1M |
| Slow Capital, Inc. | 1.74% | Reduce -0.8% | 140,107 | $14.9M |
| City of London Investment Management Co. Ltd. | 0.87% | Add +3.6% | 134,998 | $14.4M |
| Oak Harvest Investment Services | 1.30% | Add +5.3% | 130,615 | $13.9M |
| Flputnam Investment Management Co. | 0.16% | Add +2.9% | 124,417 | $13.2M |
| CX Institutional | 0.37% | Add +4425.4% | 120,284 | $12.8M |
| Quent Capital, LLC | 0.78% | Add +14.0% | 119,828 | $12.8M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -4.0% | 118,563 | $12.6M |
| M&T Bank Corp | 0.04% | Add +5.2% | 117,953 | $12.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +17.2% | 117,929 | $12.6M |
| Elequin Capital, LP | 2.15% | New | 117,318 | $12.5M |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.