iShares Short-Term NationalSUBETF
13F holders, Q1 2024 (March 31)759holders
1famous investor
$104.73avg. 13F price*
At the end of Q1 2024, 759 institutions reported holding iShares Short-Term National (SUB) in their 13F filings. The largest holders were Bank of New York Mellon Corp ($763.3M), Bank of America Corp. ($696.2M) and Envestnet Asset Management Inc. ($623.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Short-Term National
- CUSIP
- 464288158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $53.5M |
| Exits | 70 | $48.9M |
Ownership 759 holders
| Bank of New York Mellon Corp | 0.15% | Reduce -13.3% | 7,288,245 | $763.3M |
| Bank of America Corp. | 0.07% | Reduce -0.9% | 6,647,778 | $696.2M |
| Envestnet Asset Management Inc. | 0.23% | Reduce -0.6% | 5,956,982 | $623.9M |
| Mercer Global Advisors Inc. | 1.59% | Add +7.9% | 5,345,878 | $559.9M |
| Morgan Stanley | 0.03% | Reduce -3.6% | 3,617,598 | $378.9M |
| Sei Investments Co. | 0.39% | Add +1.8% | 2,518,175 | $263.7M |
| Creative Planning | 0.28% | Add +10.3% | 2,391,951 | $250.5M |
| Jane Street Group, LLC | 0.23% | Add +11.3% | 1,703,893 | $178.4M |
| UBS Group AG | 0.05% | Add +9.4% | 1,469,707 | $153.9M |
| Franklin Resources Inc. | 0.04% | Reduce -0.6% | 1,239,888 | $129.9M |
| Royal Bank of Canada | 0.03% | Reduce -18.1% | 1,090,952 | $114.3M |
| Captrust Financial Advisors | 0.41% | Add +14.1% | 1,055,949 | $110.6M |
| Tiaa Trust, National Association | 0.33% | Reduce -6.5% | 1,015,973 | $106.4M |
| Bank of Montreal | 0.03% | Add +33.9% | 974,479 | $102.1M |
| Citigroup Inc. | 0.10% | Add +18.0% | 925,028 | $96.9M |
| Ameriprise Financial Inc. | 0.02% | Add +1.1% | 853,708 | $89.6M |
| US Bancorp \de | 0.11% | Reduce -8.0% | 755,966 | $79.2M |
| Mariner, LLC | 0.16% | Reduce -2.2% | 735,491 | $77.0M |
| LPL Financial LLC | 0.04% | Add +6.9% | 676,430 | $70.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -2.6% | 671,148 | $70.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -38.3% | 580,009 | $60.7M |
| Ellevest, Inc. | 3.69% | Add +4.4% | 567,475 | $59.4M |
| Angeles Wealth Management, LLC | 5.37% | Add +6.8% | 512,989 | $53.7M |
| Wells Fargo & Company | 0.01% | Reduce -7.9% | 511,585 | $53.6M |
| Salomon & Ludwin, LLC | 4.54% | Add +13.0% | 503,947 | $52.8M |
| Heritage Investment Group, Inc. | 6.90% | Reduce -0.1% | 485,752 | $50.9M |
| Allworth Financial LP | 0.35% | Add +1.6% | 470,963 | $49.3M |
| Truepoint, Inc. | 1.09% | Add +8.3% | 367,078 | $38.4M |
| Composition Wealth, LLC | 0.97% | Add +28.9% | 366,924 | $38.4M |
| BlackRock Inc. | 0.00% | Reduce -3.8% | 341,227 | $35.7M |
| Willow Creek Wealth Management Inc. | 4.11% | Add +7.9% | 335,788 | $35.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -8.3% | 303,113 | $31.7M |
| Cerity Partners LLC | 0.08% | Reduce -15.6% | 291,759 | $30.6M |
| Stifel Financial Corp. | 0.03% | Add +4.0% | 291,131 | $30.5M |
| Cahaba Wealth Management, Inc. | 2.64% | Add +4.7% | 277,128 | $29.0M |
| Renaissance Technologies | 0.05% | Add +8.3% | 274,400 | $28.7M |
| DGS Capital Management, LLC | 8.11% | Add +10.9% | 272,786 | $28.6M |
| One Capital Management, LLC | 1.01% | Add +8.0% | 266,387 | $27.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +1.2% | 263,522 | $27.6M |
| Citizens Financial Group Inc. | 0.89% | Reduce -7.7% | 254,488 | $26.7M |
| Slow Capital, Inc. | 4.03% | Add +13.4% | 240,009 | $25.1M |
| Apella Capital, LLC | 1.27% | Reduce -1.9% | 240,323 | $25.1M |
| Willis Johnson & Associates, Inc. | 2.07% | Add +9.1% | 227,236 | $23.8M |
| Members Trust Co | 0.71% | Add +46.7% | 225,995 | $23.7M |
| Ritholtz Wealth Management | 0.80% | Reduce -2.5% | 222,216 | $23.3M |
| Buckingham Strategic Wealth, LLC | 0.24% | Reduce -3.0% | 216,264 | $22.6M |
| Beacon Pointe Advisors, LLC | 0.24% | Reduce -9.1% | 208,689 | $21.9M |
| HighTower Advisors, LLC | 0.04% | Add +2.4% | 205,689 | $21.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -5.9% | 203,321 | $21.3M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +7.2% | 191,155 | $20.0M |
| Orion Portfolio Solutions, LLC | 0.21% | Add +7.2% | 191,155 | $20.0M |
| RMR Wealth Builders | 2.42% | Add +1.8% | 191,101 | $20.0M |
| Cetera Investment Advisers | 0.05% | Add +353.6% | 186,443 | $19.5M |
| Comerica Bank | 0.08% | Reduce -5.1% | 182,211 | $19.1M |
| Corient Private Wealth LP | 0.03% | Add +3.1% | 181,811 | $19.0M |
| Old National Bancorp | 0.44% | Add +43.9% | 178,258 | $18.7M |
| Raymond James & Associates | 0.01% | Reduce -3.1% | 176,190 | $18.5M |
| United Bank | 2.17% | Add +21.1% | 173,489 | $18.2M |
| MML Investors Services, LLC | 0.07% | Reduce -9.8% | 170,536 | $17.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -26.7% | 169,596 | $17.8M |
| Choate Investment Advisors | 0.47% | New | 167,923 | $17.6M |
| Rockwood Wealth Management, LLC | 2.23% | Reduce -1.0% | 164,998 | $17.3M |
| Eagle Ridge Investment Management | 1.55% | Add +3.5% | 160,952 | $16.9M |
| Merriman Wealth Management, LLC | 0.74% | Reduce -6.3% | 158,574 | $16.6M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -8.8% | 156,547 | $16.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.3% | 153,503 | $16.1M |
| Sheets Smith Wealth Management | 1.77% | Reduce -5.4% | 151,090 | $15.8M |
| Arkansas Financial Group, Inc. | 2.77% | Add +4.4% | 150,268 | $15.7M |
| Ackerman Capital Advisors, LLC | 4.28% | Reduce -0.1% | 148,076 | $15.5M |
| Alesco Advisors, LLC, An ESL Co | 0.49% | Add +6.9% | 142,653 | $14.9M |
| Partners Capital Investment Group, LLP | 0.44% | Reduce -70.7% | 140,566 | $14.7M |
| Brandywine Oak Private Wealth LLC | 1.53% | Add +7.0% | 139,479 | $14.6M |
| Townsquare Capital LLC | 0.20% | Add +11.9% | 130,772 | $13.7M |
| Horiko Capital Management LLC | 4.17% | Reduce -6.5% | 130,383 | $13.7M |
| Legacy Edge Advisors, LLC | 2.83% | Add +12.9% | 129,767 | $13.6M |
| Brown Wealth Management, LLC | 5.41% | Add +6.3% | 124,975 | $13.1M |
| Nisa Investment Advisors, LLC | 0.08% | Add +47.6% | 119,610 | $12.5M |
| Modera Wealth Management, LLC | 0.19% | Add +0.1% | 119,213 | $12.5M |
| CIBC Private Wealth Group LLC | 0.02% | Add +754.9% | 114,090 | $11.9M |
| Flputnam Investment Management Co. | 0.25% | Add +5.2% | 113,776 | $11.9M |
| Freestone Capital Holdings, LLC | 0.43% | Add +4.9% | 110,090 | $11.5M |
| TD Capital Management LLC | 1.21% | Add +3.8% | 107,916 | $11.3M |
| Dakota Wealth Management | 0.28% | Add +54.5% | 106,221 | $11.1M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Reduce -12.9% | 102,718 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +18.1% | 101,959 | $10.7M |
| Meridian Wealth Partners, LLC | 1.91% | Reduce -28.1% | 100,956 | $10.6M |
| Integrated Advisors Network LLC | 0.54% | Add +3.6% | 100,240 | $10.5M |
| Grove Bank & Trust | 1.76% | Add +10.2% | 100,036 | $10.5M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +1.0% | 99,274 | $10.4M |
| Alera Investment Advisors, LLC | 1.40% | Reduce -5.6% | 98,561 | $10.3M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -1.8% | 98,122 | $10.3M |
| MBL Wealth, LLC | 1.16% | Reduce -6.7% | 97,521 | $10.2M |
| Park Avenue Securities LLC | 0.13% | Reduce -2.4% | 97,227 | $10.2M |
| Brio Consultants, LLC | 1.66% | Add +5.0% | 94,226 | $9.9M |
| Morton Brown Family Wealth, LLC | 4.02% | Add +11.3% | 92,936 | $9.7M |
| Avantax Planning Partners, Inc. | 0.31% | Reduce -10.6% | 90,960 | $9.5M |
| Bailard, Inc. | 0.26% | Reduce -31.2% | 90,364 | $9.5M |
| Heartwood Wealth Advisors LLC | 1.15% | Reduce -28.7% | 89,424 | $9.4M |
| Windham Capital Management, LLC | 6.99% | Reduce -68.0% | 84,825 | $8.9M |
| Balentine LLC | 0.26% | Add +1.2% | 83,192 | $8.7M |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.