iShares Short-Term NationalSUBETF
13F holders, Q4 2024 (December 31)834holders +69
55new positions
43sold out
2famous investors
$105.48avg. 13F price*
At the end of Q4 2024, 834 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 69 from Q3 2024. 55 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($821.4M), Mercer Global Advisors Inc. ($659.4M) and Envestnet Asset Management Inc. ($659.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $50.1M |
| Exits | 43 | $78.3M |
All 13F filers, Q3 2024 → Q4 2024: 4,884,932 shares bought and 3,563,381 shares sold, net +1,321,551 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 834 holders
| Bank of America Corp. | 0.08% | Add +9.7% | 7,787,711 | $821.4M |
| Mercer Global Advisors Inc. | 1.61% | Reduce -1.0% | 6,251,064 | $659.4M |
| Envestnet Asset Management Inc. | 0.21% | Add +4.5% | 6,247,449 | $659.0M |
| Bank of New York Mellon Corp | 0.09% | Reduce -10.1% | 4,637,117 | $489.1M |
| Morgan Stanley | 0.03% | Reduce -3.6% | 3,504,091 | $369.6M |
| Sei Investments Co. | 0.36% | Add +1.3% | 2,676,907 | $282.4M |
| Creative Planning | 0.26% | Add +2.8% | 2,555,209 | $269.5M |
| Tiaa Trust, National Association | 0.56% | Reduce -20.7% | 1,738,567 | $183.4M |
| UBS Group AG | 0.03% | Reduce -0.3% | 1,405,040 | $148.2M |
| Captrust Financial Advisors | 0.39% | Add +6.0% | 1,285,605 | $135.6M |
| Franklin Resources Inc. | 0.04% | Add +5.3% | 1,271,907 | $134.2M |
| Citigroup Inc. | 0.11% | Add +21.4% | 1,095,300 | $115.5M |
| LPL Financial LLC | 0.04% | Add +23.9% | 921,682 | $97.2M |
| Ameriprise Financial Inc. | 0.02% | Add +3.9% | 913,774 | $96.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +11.6% | 810,123 | $85.5M |
| Mariner, LLC | 0.14% | Add +9.1% | 802,615 | $84.7M |
| Bank of Montreal | 0.04% | Add +9.6% | 709,238 | $74.8M |
| JPMorgan Chase & Co. | 0.01% | Add +10.4% | 670,547 | $70.7M |
| Allworth Financial LP | 0.34% | Add +20.7% | 592,438 | $62.6M |
| Ellevest, Inc. | 3.60% | Add +0.3% | 591,629 | $62.4M |
| Royal Bank of Canada | 0.01% | Reduce -10.1% | 583,447 | $61.5M |
| Salomon & Ludwin, LLC | 6.25% | Add +1.9% | 559,642 | $59.0M |
| US Bancorp \de | 0.08% | Reduce -7.3% | 551,568 | $58.2M |
| Composition Wealth, LLC | 1.17% | Add +3.0% | 545,737 | $57.6M |
| Wells Fargo & Company | 0.01% | Add +1.8% | 500,246 | $52.8M |
| Heritage Investment Group, Inc. | 9.19% | Add +1.0% | 466,753 | $49.2M |
| Raymond James Financial Inc. | 0.02% | — | 421,603 | $44.5M |
| Cerity Partners LLC | 0.09% | Add +19.7% | 401,151 | $42.3M |
| Truepoint, Inc. | 1.09% | Add +8.1% | 385,488 | $40.7M |
| HighTower Advisors, LLC | 0.05% | Add +6.7% | 366,922 | $38.7M |
| Willow Creek Wealth Management Inc. | 3.81% | Add +4.8% | 354,349 | $37.4M |
| Citizens Financial Group Inc. | 0.71% | Add +46.2% | 343,326 | $36.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +30.6% | 341,391 | $36.0M |
| Focus Partners Wealth | 0.09% | Add +46.5% | 338,190 | $35.7M |
| Renaissance Technologies | 0.05% | Reduce -34.0% | 328,300 | $34.6M |
| Stifel Financial Corp. | 0.03% | Reduce -5.6% | 304,083 | $32.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +25.4% | 301,914 | $31.8M |
| Old National Bancorp | 0.72% | Add +0.6% | 289,339 | $30.5M |
| DGS Capital Management, LLC | 7.55% | Reduce -2.2% | 286,031 | $30.2M |
| Cetera Investment Advisers | 0.06% | Add +6.6% | 282,085 | $29.8M |
| Apella Capital, LLC | 1.10% | Add +8.2% | 273,018 | $28.8M |
| Orion Porfolio Solutions, LLC | 0.29% | Add +10.1% | 272,004 | $28.7M |
| Orion Portfolio Solutions, LLC | 0.29% | Add +10.1% | 272,004 | $28.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.1% | 265,852 | $28.0M |
| Willis Johnson & Associates, Inc. | 2.07% | Add +0.9% | 255,047 | $26.9M |
| RMR Wealth Builders | 2.55% | Add +9.6% | 233,877 | $24.7M |
| Osaic Holdings, Inc. | 0.06% | Add +43.1% | 233,064 | $24.6M |
| Thrivent Financial for Lutherans | 0.05% | Add +0.7% | 231,777 | $24.4M |
| Ritholtz Wealth Management | 0.70% | Add +1.6% | 225,282 | $23.8M |
| Cahaba Wealth Management, Inc. | 1.85% | Add +1.2% | 212,280 | $22.4M |
| CIBC Private Wealth Group LLC | 0.04% | Add +92.1% | 208,751 | $22.0M |
| Modera Wealth Management, LLC | 0.26% | Add +1.1% | 201,820 | $21.3M |
| Members Trust Co | 0.70% | Reduce -7.6% | 192,618 | $20.3M |
| Merriman Wealth Management, LLC | 0.82% | Reduce -1.0% | 187,215 | $19.7M |
| MML Investors Services, LLC | 0.07% | Add +8.9% | 185,811 | $19.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.0% | 180,585 | $19.0M |
| Slow Capital, Inc. | 2.64% | Add +0.9% | 176,496 | $18.6M |
| Legacy Edge Advisors, LLC | 2.92% | Add +33.8% | 174,386 | $18.4M |
| Eagle Ridge Investment Management | 1.57% | Reduce -1.5% | 170,895 | $18.0M |
| Beacon Pointe Advisors, LLC | 0.20% | Reduce -2.9% | 170,385 | $18.0M |
| Essential Planning, LLC. | 0.12% | Add +6400.0% | 169,650 | $17.9M |
| Arkansas Financial Group, Inc. | 2.84% | Add +3.3% | 166,816 | $17.6M |
| Comerica Bank | 0.07% | Reduce -8.0% | 160,911 | $17.0M |
| Alesco Advisors, LLC, An ESL Co | 0.52% | Add +4.0% | 157,326 | $16.6M |
| Nisa Investment Advisors, LLC | 0.06% | Add +10.8% | 154,625 | $16.3M |
| Larson Financial Group LLC | 0.82% | Add +40.3% | 150,931 | $15.9M |
| Freestone Capital Holdings, LLC | 0.55% | Add +9.1% | 149,866 | $15.8M |
| Brandywine Oak Private Wealth LLC | 1.48% | Add +3.0% | 143,932 | $15.2M |
| One Capital Management, LLC | 0.46% | Reduce -2.6% | 132,529 | $14.0M |
| Sheets Smith Wealth Management | 1.61% | Reduce -2.2% | 125,087 | $13.2M |
| Townsquare Capital LLC | 0.15% | Add +3.1% | 123,768 | $13.1M |
| Flputnam Investment Management Co. | 0.24% | Add +0.3% | 122,584 | $12.9M |
| Abundance Wealth Counselors | 2.79% | Add +18.2% | 121,501 | $12.8M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +0.2% | 119,954 | $12.7M |
| Park Avenue Securities LLC | 0.13% | Add +8.6% | 117,284 | $12.4M |
| Greenleaf Trust | 0.11% | New | 115,944 | $12.2M |
| Brown Wealth Management, LLC | 4.33% | Add +1.9% | 115,881 | $12.2M |
| Aaron Wealth Advisors LLC | 1.37% | Add +966.3% | 112,174 | $11.8M |
| Ackerman Capital Advisors, LLC | 2.98% | Reduce -3.7% | 107,805 | $11.4M |
| Grove Bank & Trust | 1.57% | Add +1.3% | 106,953 | $11.3M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +9.5% | 106,248 | $11.2M |
| Dakota Wealth Management | 0.26% | Add +9.8% | 105,366 | $11.1M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +1.1% | 102,264 | $10.8M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +1.0% | 96,462 | $10.2M |
| Alaethes Wealth, LLC | 3.58% | No change | 94,983 | $10.0M |
| Heartwood Wealth Advisors LLC | 1.13% | Add +0.6% | 94,802 | $10.0M |
| Corient Private Wealth LP | 0.02% | Reduce -51.2% | 97,514 | $9.9M |
| Oak Harvest Investment Services | 1.35% | Add +7.7% | 91,828 | $9.7M |
| Private Advisor Group, LLC | 0.05% | Add +26.2% | 91,148 | $9.6M |
| Quent Capital, LLC | 0.98% | Add +6.5% | 89,680 | $9.5M |
| TD Capital Management LLC | 0.95% | Reduce -20.2% | 88,827 | $9.4M |
| MBL Wealth, LLC | 0.93% | Reduce -0.7% | 87,930 | $9.3M |
| Integrated Wealth Concepts LLC | 0.11% | Add +4.6% | 87,529 | $9.2M |
| Partners in Financial Planning | 1.83% | Reduce -1.7% | 84,962 | $9.0M |
| BIP Alliance, LLC | 3.72% | — | 83,294 | $8.8M |
| Integrated Advisors Network LLC | 0.42% | Reduce -5.5% | 83,000 | $8.8M |
| GAMMA Investing LLC | 0.73% | Add +17.0% | 81,492 | $8.6M |
| Meridian Wealth Partners, LLC | 1.30% | Reduce -1.5% | 81,190 | $8.6M |
| SageView Advisory Group, LLC | 0.37% | Add +96.4% | 81,176 | $8.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.5% | 74,254 | $7.8M |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.