iShares Short-Term NationalSUBETF
13F holders, Q3 2024 (September 30)765holders +4
53new positions
53sold out
2famous investors
$106.19avg. 13F price*
At the end of Q3 2024, 765 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 4 from Q2 2024. 53 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($753.8M), Mercer Global Advisors Inc. ($669.7M) and Envestnet Asset Management Inc. ($634.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $103.1M |
| Exits | 53 | $37.5M |
All 13F filers, Q2 2024 → Q3 2024: 4,043,348 shares bought and 4,707,421 shares sold, net −664,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 765 holders
| Bank of America Corp. | 0.07% | Add +1.6% | 7,098,941 | $753.8M |
| Mercer Global Advisors Inc. | 1.57% | Add +4.5% | 6,312,380 | $669.7M |
| Envestnet Asset Management Inc. | 0.20% | Reduce -3.4% | 5,976,259 | $634.6M |
| Bank of New York Mellon Corp | 0.10% | Reduce -12.8% | 5,155,033 | $547.4M |
| Morgan Stanley | 0.03% | Add +1.0% | 3,634,876 | $386.0M |
| Sei Investments Co. | 0.36% | Add +5.0% | 2,643,788 | $280.7M |
| Creative Planning | 0.26% | Add +1.9% | 2,486,417 | $264.0M |
| Tiaa Trust, National Association | 0.69% | Add +20.3% | 2,193,401 | $232.9M |
| UBS Group AG | 0.04% | Reduce -0.6% | 1,409,660 | $149.7M |
| Captrust Financial Advisors | 0.38% | Add +6.3% | 1,212,348 | $128.7M |
| Franklin Resources Inc. | 0.04% | Add +0.7% | 1,207,542 | $127.8M |
| Citigroup Inc. | 0.09% | Reduce -4.1% | 902,108 | $95.8M |
| Ameriprise Financial Inc. | 0.02% | Add +1.7% | 879,689 | $93.4M |
| LPL Financial LLC | 0.04% | Add +3.1% | 743,935 | $79.0M |
| Mariner, LLC | 0.14% | Reduce -3.2% | 735,962 | $78.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +8.5% | 725,959 | $77.1M |
| Royal Bank of Canada | 0.02% | Reduce -18.9% | 648,712 | $68.9M |
| Bank of Montreal | 0.03% | Reduce -19.8% | 647,423 | $68.8M |
| JPMorgan Chase & Co. | 0.01% | Add +0.9% | 607,611 | $64.5M |
| US Bancorp \de | 0.08% | Reduce -10.9% | 594,979 | $63.2M |
| Ellevest, Inc. | 3.47% | Add +3.4% | 589,659 | $62.6M |
| Salomon & Ludwin, LLC | 5.95% | Add +7.3% | 549,421 | $58.4M |
| Composition Wealth, LLC | 1.30% | Add +10.4% | 530,025 | $56.3M |
| Cibc World Markets Corp. | 0.39% | New | 500,000 | $54.3M |
| Renaissance Technologies | 0.08% | Add +146.9% | 497,400 | $52.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 491,540 | $52.2M |
| Allworth Financial LP | 0.32% | Add +0.5% | 490,955 | $52.1M |
| Heritage Investment Group, Inc. | 9.33% | Add +0.3% | 461,982 | $49.1M |
| Truepoint, Inc. | 1.02% | Add +3.3% | 356,589 | $37.9M |
| HighTower Advisors, LLC | 0.05% | Add +5.3% | 344,022 | $36.5M |
| Willow Creek Wealth Management Inc. | 3.78% | Add +2.2% | 338,285 | $35.9M |
| Cerity Partners LLC | 0.08% | Add +17.3% | 335,189 | $35.6M |
| Stifel Financial Corp. | 0.04% | Add +10.8% | 322,047 | $34.2M |
| DGS Capital Management, LLC | 8.42% | Add +4.6% | 292,461 | $31.1M |
| Old National Bancorp | 0.70% | Add +23.2% | 287,499 | $30.5M |
| Cetera Investment Advisers | 0.06% | Add +37.5% | 264,704 | $28.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +3.4% | 261,315 | $27.7M |
| Willis Johnson & Associates, Inc. | 2.04% | Add +7.6% | 252,870 | $26.9M |
| Apella Capital, LLC | 1.10% | Add +6.3% | 252,360 | $26.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +13.7% | 250,617 | $26.6M |
| Orion Porfolio Solutions, LLC | 0.26% | Add +10.8% | 247,015 | $26.2M |
| Orion Portfolio Solutions, LLC | 0.26% | Add +10.8% | 247,015 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.7% | 240,841 | $25.6M |
| Raymond James & Associates | 0.02% | Reduce -6.9% | 239,685 | $25.5M |
| Citizens Financial Group Inc. | 0.50% | Reduce -1.2% | 234,880 | $24.9M |
| Focus Partners Wealth | 0.08% | Add +15.9% | 230,916 | $24.5M |
| Thrivent Financial for Lutherans | 0.05% | Add +130.3% | 230,069 | $24.4M |
| Ritholtz Wealth Management | 0.71% | Add +1.3% | 221,726 | $23.5M |
| RMR Wealth Builders | 2.40% | Add +7.3% | 213,433 | $22.7M |
| Cahaba Wealth Management, Inc. | 1.84% | Reduce -25.3% | 209,807 | $22.3M |
| Members Trust Co | 0.72% | Reduce -3.2% | 208,398 | $22.1M |
| Corient Private Wealth LP | 0.03% | Add +3.1% | 199,894 | $21.2M |
| Modera Wealth Management, LLC | 0.27% | Add +3.8% | 199,571 | $21.2M |
| Merriman Wealth Management, LLC | 0.81% | Add +17.9% | 189,049 | $20.1M |
| Partners Capital Investment Group, LLP | 0.31% | Reduce -33.4% | 184,427 | $19.6M |
| M&T Bank Corp | 0.06% | Add +194.0% | 182,713 | $19.4M |
| Beacon Pointe Advisors, LLC | 0.22% | Reduce -5.4% | 175,524 | $18.6M |
| Slow Capital, Inc. | 2.85% | Reduce -6.9% | 174,940 | $18.6M |
| Comerica Bank | 0.07% | Add +1.0% | 174,806 | $18.6M |
| Eagle Ridge Investment Management | 1.62% | Add +4.3% | 173,557 | $18.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +9.9% | 172,043 | $18.3M |
| MML Investors Services, LLC | 0.07% | Add +8.9% | 170,625 | $18.1M |
| Rockwood Wealth Management, LLC | 1.94% | Add +0.3% | 165,675 | $17.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -24.6% | 162,817 | $17.3M |
| Arkansas Financial Group, Inc. | 2.81% | Add +3.0% | 161,433 | $17.1M |
| Alesco Advisors, LLC, An ESL Co | 0.50% | Add +1.0% | 151,247 | $16.1M |
| Alera Investment Advisors, LLC | 1.75% | Reduce -2.1% | 140,390 | $14.9M |
| Brandywine Oak Private Wealth LLC | 1.44% | Add +2.9% | 139,693 | $14.8M |
| Nisa Investment Advisors, LLC | 0.09% | Reduce -18.6% | 139,545 | $14.8M |
| Freestone Capital Holdings, LLC | 0.50% | Add +1.4% | 137,365 | $14.6M |
| One Capital Management, LLC | 0.46% | Add +1.0% | 136,017 | $14.4M |
| Legacy Edge Advisors, LLC | 2.21% | Add +5.0% | 130,368 | $13.8M |
| Sheets Smith Wealth Management | 1.66% | Reduce -4.7% | 127,855 | $13.6M |
| Flputnam Investment Management Co. | 0.23% | Add +0.5% | 122,281 | $13.0M |
| Townsquare Capital LLC | 0.15% | Reduce -12.7% | 120,072 | $12.8M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +16.7% | 119,711 | $12.7M |
| Brown Wealth Management, LLC | 4.36% | Reduce -13.0% | 113,679 | $12.1M |
| Ackerman Capital Advisors, LLC | 3.07% | Reduce -0.5% | 111,907 | $11.9M |
| TD Capital Management LLC | 1.18% | Reduce -3.6% | 111,373 | $11.8M |
| CIBC Private Wealth Group LLC | 0.02% | Add +1.1% | 108,645 | $11.5M |
| Park Avenue Securities LLC | 0.13% | Reduce -0.4% | 108,046 | $11.5M |
| Larson Financial Group LLC | 0.65% | Add +29.4% | 107,587 | $11.4M |
| Grove Bank & Trust | 1.66% | Add +1.6% | 105,565 | $11.2M |
| Abundance Wealth Counselors | 2.26% | New | 102,780 | $10.9M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +3.1% | 101,171 | $10.7M |
| Bailard, Inc. | 0.27% | Add +3.9% | 99,340 | $10.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -6.2% | 97,070 | $10.3M |
| Dakota Wealth Management | 0.23% | Reduce -6.0% | 95,986 | $10.2M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +1.7% | 95,511 | $10.1M |
| Alaethes Wealth, LLC | 3.72% | Add +72.7% | 94,983 | $10.1M |
| Heartwood Wealth Advisors LLC | 1.11% | Add +3.5% | 94,255 | $10.0M |
| MBL Wealth, LLC | 1.01% | Reduce -5.7% | 88,563 | $9.4M |
| Integrated Advisors Network LLC | 0.45% | Reduce -10.1% | 87,844 | $9.3M |
| Partners in Financial Planning | 1.85% | Add +6.0% | 86,422 | $9.2M |
| Oak Harvest Investment Services | 1.30% | Add +12.4% | 85,300 | $9.1M |
| Quent Capital, LLC | 0.91% | Add +7.9% | 84,184 | $8.9M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -7.3% | 83,668 | $8.9M |
| Meridian Wealth Partners, LLC | 1.36% | Reduce -10.7% | 82,461 | $8.8M |
| Balentine LLC | 0.34% | Add +0.3% | 81,575 | $8.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +289.6% | 77,765 | $8.3M |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.