iShares Short-Term NationalSUBETF
13F holders, Q2 2024 (June 30)761holders +2
52new positions
56sold out
2famous investors
$104.33avg. 13F price*
At the end of Q2 2024, 761 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 2 from Q1 2024. 52 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($730.6M), Envestnet Asset Management Inc. ($647.0M) and Mercer Global Advisors Inc. ($631.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $32.1M |
| Exits | 56 | $56.6M |
All 13F filers, Q1 2024 → Q2 2024: 4,528,460 shares bought and 5,200,525 shares sold, net −672,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 761 holders
| Bank of America Corp. | 0.07% | Add +5.1% | 6,988,080 | $730.6M |
| Envestnet Asset Management Inc. | 0.23% | Add +3.9% | 6,188,248 | $647.0M |
| Mercer Global Advisors Inc. | 1.72% | Add +13.0% | 6,040,692 | $631.6M |
| Bank of New York Mellon Corp | 0.12% | Reduce -18.9% | 5,913,571 | $618.3M |
| Morgan Stanley | 0.03% | Reduce -0.5% | 3,599,023 | $376.3M |
| Sei Investments Co. | 0.37% | Add +0.0% | 2,518,607 | $263.3M |
| Creative Planning | 0.27% | Add +2.0% | 2,438,932 | $255.0M |
| Tiaa Trust, National Association | 0.59% | Add +79.5% | 1,823,767 | $190.7M |
| UBS Group AG | 0.05% | Reduce -3.5% | 1,417,604 | $148.2M |
| Franklin Resources Inc. | 0.04% | Reduce -3.3% | 1,199,598 | $125.4M |
| Captrust Financial Advisors | 0.38% | Add +8.0% | 1,140,122 | $119.2M |
| Citigroup Inc. | 0.10% | Add +1.7% | 940,553 | $98.3M |
| Ameriprise Financial Inc. | 0.02% | Add +1.3% | 864,735 | $90.4M |
| Bank of Montreal | 0.03% | Reduce -17.1% | 807,616 | $84.5M |
| Royal Bank of Canada | 0.02% | Reduce -26.7% | 799,914 | $83.6M |
| Mariner, LLC | 0.15% | Add +3.4% | 760,416 | $79.5M |
| Jane Street Group, LLC | 0.08% | Reduce -56.3% | 744,770 | $77.9M |
| LPL Financial LLC | 0.04% | Add +6.7% | 721,429 | $75.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -0.3% | 669,203 | $70.0M |
| US Bancorp \de | 0.10% | Reduce -11.7% | 667,546 | $69.8M |
| JPMorgan Chase & Co. | 0.01% | Add +3.9% | 602,363 | $63.0M |
| Ellevest, Inc. | 3.58% | Add +0.5% | 570,359 | $59.6M |
| Angeles Wealth Management, LLC | 5.06% | Add +0.4% | 515,194 | $53.9M |
| Salomon & Ludwin, LLC | 5.97% | Add +1.6% | 511,790 | $53.5M |
| Wells Fargo & Company | 0.01% | Reduce -3.3% | 494,783 | $51.7M |
| Allworth Financial LP | 0.33% | Add +3.7% | 488,591 | $51.3M |
| Composition Wealth, LLC | 1.22% | Add +30.9% | 480,241 | $50.2M |
| Heritage Investment Group, Inc. | 6.61% | Reduce -5.2% | 460,477 | $48.1M |
| Truepoint, Inc. | 1.03% | Reduce -6.0% | 345,214 | $36.1M |
| Willow Creek Wealth Management Inc. | 3.94% | Reduce -1.4% | 330,931 | $34.6M |
| HighTower Advisors, LLC | 0.05% | Add +58.8% | 326,542 | $34.2M |
| Stifel Financial Corp. | 0.03% | Reduce -0.1% | 290,760 | $30.4M |
| Cerity Partners LLC | 0.08% | Reduce -2.1% | 285,686 | $29.9M |
| Cahaba Wealth Management, Inc. | 2.59% | Add +1.4% | 280,951 | $29.4M |
| DGS Capital Management, LLC | 8.21% | Add +2.5% | 279,566 | $29.2M |
| Partners Capital Investment Group, LLP | 0.49% | Add +97.1% | 277,067 | $29.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.0% | 275,893 | $28.8M |
| Raymond James & Associates | 0.02% | Add +46.1% | 257,462 | $26.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -4.1% | 252,766 | $26.4M |
| Citizens Financial Group Inc. | 0.55% | Reduce -6.6% | 237,804 | $24.9M |
| Apella Capital, LLC | 1.11% | Reduce -1.2% | 237,430 | $24.9M |
| Willis Johnson & Associates, Inc. | 2.02% | Add +3.5% | 235,106 | $24.6M |
| Old National Bancorp | 0.57% | Add +30.9% | 233,402 | $24.4M |
| Orion Porfolio Solutions, LLC | 0.25% | Add +16.6% | 222,868 | $23.3M |
| Orion Portfolio Solutions, LLC | 0.25% | Add +16.6% | 222,868 | $23.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +8.4% | 220,403 | $23.0M |
| Ritholtz Wealth Management | 0.76% | Reduce -1.5% | 218,945 | $22.9M |
| Osaic Holdings, Inc. | 0.05% | Add +27.3% | 215,826 | $22.6M |
| Members Trust Co | 0.68% | Reduce -4.7% | 215,303 | $22.5M |
| Renaissance Technologies | 0.04% | Reduce -26.6% | 201,480 | $21.1M |
| Focus Partners Wealth | 0.07% | Add +260.3% | 199,256 | $20.9M |
| United Bank | 2.58% | Add +14.7% | 199,024 | $20.8M |
| RMR Wealth Builders | 2.39% | Add +4.1% | 198,964 | $20.8M |
| Buckingham Strategic Wealth, LLC | 0.21% | Reduce -8.8% | 197,126 | $20.6M |
| Corient Private Wealth LP | 0.04% | Add +6.7% | 193,894 | $20.3M |
| Cetera Investment Advisers | 0.05% | Add +3.3% | 192,582 | $20.1M |
| Modera Wealth Management, LLC | 0.30% | Add +61.4% | 192,358 | $20.1M |
| Slow Capital, Inc. | 3.18% | Reduce -21.7% | 187,969 | $19.7M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -11.1% | 185,614 | $19.4M |
| Comerica Bank | 0.08% | Reduce -5.0% | 173,150 | $18.1M |
| Nisa Investment Advisors, LLC | 0.11% | Add +43.3% | 171,440 | $17.9M |
| Eagle Ridge Investment Management | 1.61% | Add +3.4% | 166,400 | $17.4M |
| Rockwood Wealth Management, LLC | 2.10% | Add +0.2% | 165,270 | $17.3M |
| Merriman Wealth Management, LLC | 0.73% | Add +1.1% | 160,340 | $16.8M |
| Arkansas Financial Group, Inc. | 2.92% | Add +4.3% | 156,662 | $16.4M |
| MML Investors Services, LLC | 0.07% | Reduce -8.2% | 156,644 | $16.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.0% | 156,525 | $16.4M |
| Alesco Advisors, LLC, An ESL Co | 0.51% | Add +5.0% | 149,723 | $15.7M |
| Alera Investment Advisors, LLC | 1.80% | Add +45.4% | 143,345 | $15.0M |
| Townsquare Capital LLC | 0.20% | Add +5.1% | 137,454 | $14.4M |
| Brandywine Oak Private Wealth LLC | 1.46% | Reduce -2.6% | 135,784 | $14.2M |
| Freestone Capital Holdings, LLC | 0.51% | Add +23.1% | 135,518 | $14.2M |
| One Capital Management, LLC | 0.48% | Reduce -49.5% | 134,660 | $14.1M |
| Sheets Smith Wealth Management | 1.68% | Reduce -11.2% | 134,151 | $14.0M |
| Brown Wealth Management, LLC | 5.50% | Add +4.5% | 130,633 | $13.7M |
| Horiko Capital Management LLC | 3.88% | No change | 130,383 | $13.6M |
| Legacy Edge Advisors, LLC | 2.39% | Reduce -4.3% | 124,220 | $13.0M |
| Flputnam Investment Management Co. | 0.24% | Add +6.9% | 121,643 | $12.7M |
| TD Capital Management LLC | 1.26% | Add +7.1% | 115,554 | $12.1M |
| Ackerman Capital Advisors, LLC | 3.12% | Reduce -24.0% | 112,474 | $11.8M |
| Park Avenue Securities LLC | 0.14% | Add +11.5% | 108,450 | $11.3M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -5.9% | 107,405 | $11.2M |
| Grove Bank & Trust | 1.74% | Add +3.9% | 103,942 | $10.9M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +4.2% | 103,428 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +0.6% | 102,600 | $10.7M |
| Dakota Wealth Management | 0.25% | Reduce -3.9% | 102,067 | $10.7M |
| Symmetry Partners, LLC | 0.55% | Add +38.3% | 101,938 | $10.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +27.6% | 99,911 | $10.4M |
| Brio Consultants, LLC | 1.70% | Add +4.5% | 98,458 | $10.3M |
| Mesirow Financial Investment Management, Inc. | 0.23% | Reduce -4.5% | 98,088 | $10.3M |
| Integrated Advisors Network LLC | 0.53% | Reduce -2.5% | 97,743 | $10.2M |
| Bailard, Inc. | 0.28% | Add +5.8% | 95,583 | $10.0M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -4.3% | 93,896 | $9.8M |
| MBL Wealth, LLC | 1.10% | Reduce -3.7% | 93,871 | $9.8M |
| Meridian Wealth Partners, LLC | 1.70% | Reduce -8.5% | 92,351 | $9.7M |
| Heartwood Wealth Advisors LLC | 1.14% | Add +1.9% | 91,086 | $9.5M |
| Integrated Wealth Concepts LLC | 0.13% | Add +26.1% | 90,220 | $9.4M |
| Avantax Planning Partners, Inc. | 0.29% | Reduce -6.0% | 85,480 | $8.9M |
| Windham Capital Management, LLC | 6.84% | Reduce -1.4% | 83,624 | $8.7M |
| Larson Financial Group LLC | 0.59% | Add +177.8% | 83,126 | $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.