iShares Short-Term NationalSUBETF
13F holders, Q2 2025 (June 30)850holders +14
75new positions
61sold out
4famous investors
$106.34avg. 13F price*
At the end of Q2 2025, 850 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 14 from Q1 2025. 75 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($768.6M), Mercer Global Advisors Inc. ($733.6M) and Morgan Stanley ($677.5M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $112.8M |
| Exits | 61 | $63.2M |
All 13F filers, Q1 2025 → Q2 2025: 10,757,734 shares bought and 2,528,628 shares sold, net +8,229,106 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 850 holders
| Bank of America Corp. | 0.06% | Add +2.8% | 7,227,599 | $768.6M |
| Mercer Global Advisors Inc. | 1.65% | Add +5.0% | 6,898,621 | $733.6M |
| Morgan Stanley | 0.04% | Add +92.8% | 6,370,874 | $677.5M |
| Envestnet Asset Management Inc. | 0.17% | Add +4.4% | 5,503,994 | $585.3M |
| Bank of New York Mellon Corp | 0.10% | Add +20.1% | 5,197,326 | $552.7M |
| Tiaa Trust, National Association | 0.95% | Add +9.0% | 3,412,277 | $362.9M |
| Sei Investments Co. | 0.33% | Add +1.3% | 2,693,738 | $286.5M |
| Creative Planning | 0.24% | Add +2.8% | 2,636,435 | $280.4M |
| Captrust Financial Advisors | 0.34% | Add +7.5% | 1,418,214 | $150.8M |
| Citigroup Inc. | 0.09% | Add +21.4% | 1,277,407 | $135.8M |
| Franklin Resources Inc. | 0.04% | Reduce -0.9% | 1,244,081 | $132.3M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +15.1% | 1,155,039 | $122.8M |
| UBS Group AG | 0.03% | Reduce -10.9% | 1,130,527 | $120.2M |
| Ameriprise Financial Inc. | 0.03% | Add +1.6% | 990,029 | $105.3M |
| LPL Financial LLC | 0.03% | Add +14.2% | 970,378 | $103.2M |
| Mariner, LLC | 0.13% | Reduce -1.4% | 818,504 | $87.0M |
| Commonwealth Equity Services, LLC | 0.09% | Add +2.1% | 668,997 | $71.1M |
| Raymond James Financial Inc. | 0.02% | Add +44.0% | 668,165 | $71.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.8% | 627,813 | $66.8M |
| Bank of Montreal | 0.03% | Reduce -7.7% | 613,408 | $65.2M |
| Salomon & Ludwin, LLC | 6.29% | Add +2.9% | 599,247 | $63.7M |
| Allworth Financial LP | 0.30% | Add +1.0% | 584,732 | $62.2M |
| Composition Wealth, LLC | 1.02% | Add +1.9% | 569,684 | $60.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.58% | Add +10878.5% | 547,610 | $58.2M |
| US Bancorp \de | 0.07% | Add +0.3% | 544,529 | $57.9M |
| HighTower Advisors, LLC | 0.07% | Add +38.6% | 526,015 | $55.9M |
| Royal Bank of Canada | 0.01% | Add +5.2% | 522,386 | $55.5M |
| Focus Partners Wealth | 0.12% | Add +1.2% | 518,520 | $55.1M |
| Renaissance Technologies | 0.07% | Add +49.6% | 493,800 | $52.5M |
| Heritage Investment Group, Inc. | 8.92% | Add +4.4% | 486,492 | $51.7M |
| Wit, LLC | 1.10% | New | 418,588 | $44.5M |
| Cerity Partners LLC | 0.08% | Reduce -1.1% | 411,285 | $43.7M |
| Crestwood Advisors Group, LLC | 0.76% | Add +730.8% | 397,823 | $42.3M |
| Wells Fargo & Company | 0.01% | Reduce -4.2% | 386,297 | $41.1M |
| Truepoint, Inc. | 1.01% | Reduce -2.9% | 382,221 | $40.6M |
| Willow Creek Wealth Management Inc. | 3.65% | Add +5.1% | 381,277 | $40.5M |
| Stifel Financial Corp. | 0.04% | Add +9.2% | 345,796 | $36.8M |
| CIBC Private Wealth Group LLC | 0.06% | Add +57.6% | 333,263 | $35.4M |
| Apella Capital, LLC | 0.96% | Add +5.7% | 332,223 | $35.3M |
| Old National Bancorp | 0.59% | Add +3.7% | 310,219 | $33.0M |
| DGS Capital Management, LLC | 6.68% | Add +1.6% | 304,329 | $32.4M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +4.0% | 302,116 | $32.1M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +8.5% | 298,896 | $31.8M |
| Osaic Holdings, Inc. | 0.05% | Add +12.6% | 279,363 | $29.7M |
| Willis Johnson & Associates, Inc. | 2.01% | Add +2.2% | 278,065 | $29.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +11.4% | 270,077 | $28.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.0% | 266,631 | $28.4M |
| Citizens Financial Group Inc. | 0.45% | Reduce -0.2% | 264,342 | $28.1M |
| RMR Wealth Builders | 2.46% | Add +6.5% | 255,040 | $27.1M |
| Ritholtz Wealth Management | 0.60% | Add +2.1% | 254,317 | $27.0M |
| Modera Wealth Management, LLC | 0.32% | Add +18.9% | 243,754 | $25.9M |
| Cahaba Wealth Management, Inc. | 1.95% | Add +8.3% | 235,731 | $25.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -20.4% | 231,557 | $24.6M |
| Waterway Wealth Management, LLC | 7.40% | Add +6033.8% | 230,019 | $24.5M |
| Betterment LLC | 0.05% | Add +524.9% | 216,032 | $23.0M |
| Cetera Investment Advisers | 0.04% | Reduce -14.6% | 213,359 | $22.7M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -13.9% | 203,146 | $21.6M |
| Carnegie Investment Counsel | 0.43% | Add +11.3% | 200,825 | $21.4M |
| Nisa Investment Advisors, LLC | 0.10% | Add +13.1% | 200,505 | $21.3M |
| LVW Advisors, LLC | 2.36% | Add +6.9% | 198,105 | $21.1M |
| Comerica Bank | 0.08% | Add +22.4% | 194,536 | $20.7M |
| Legacy Edge Advisors, LLC | 2.66% | Add +5.7% | 187,405 | $19.9M |
| Bailard, Inc. | 0.46% | Add +322.2% | 185,745 | $19.8M |
| Members Trust Co | 0.66% | Reduce -4.0% | 179,410 | $19.1M |
| Arkansas Financial Group, Inc. | 2.85% | Add +0.2% | 172,546 | $18.3M |
| Mather Group, Llc. | 0.19% | Add +1228.5% | 171,641 | $18.3M |
| Ascent Group, LLC | 0.70% | Reduce -13.3% | 170,066 | $18.1M |
| Alesco Advisors, LLC, An ESL Co | 0.49% | Reduce -0.3% | 159,994 | $17.0M |
| Partners Capital Investment Group, LLP | 0.68% | Reduce -18.6% | 157,870 | $16.8M |
| Ellevest, Inc. | 2.67% | Reduce -70.3% | 157,618 | $16.8M |
| Freestone Capital Holdings, LLC | 0.57% | Add +0.2% | 156,443 | $16.6M |
| Brandywine Oak Private Wealth LLC | 1.41% | Reduce -2.1% | 143,333 | $15.2M |
| One Capital Management, LLC | 0.53% | Add +2.8% | 142,680 | $15.2M |
| GAMMA Investing LLC | 0.95% | Add +35.4% | 140,610 | $15.0M |
| Merit Financial Group, LLC | 0.16% | Add +85.7% | 137,877 | $14.7M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -3.8% | 135,485 | $14.4M |
| EP Wealth Advisors, LLC | 0.09% | Add +84.9% | 134,403 | $14.3M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +26.8% | 134,037 | $14.3M |
| MML Investors Services, LLC | 0.04% | Add +8.3% | 133,662 | $14.2M |
| City of London Investment Management Co. Ltd. | 1.29% | New | 130,304 | $13.9M |
| Brown Wealth Management, LLC | 4.16% | Reduce -20.7% | 125,984 | $13.4M |
| Slow Capital, Inc. | 1.64% | Reduce -26.4% | 125,882 | $13.4M |
| Abundance Wealth Counselors | 2.46% | Reduce -0.3% | 123,539 | $13.1M |
| Dakota Wealth Management | 0.26% | Reduce -2.0% | 117,055 | $12.4M |
| Sheets Smith Wealth Management | 1.44% | Reduce -3.5% | 116,067 | $12.3M |
| Flputnam Investment Management Co. | 0.21% | Reduce -2.0% | 114,320 | $12.2M |
| TD Capital Management LLC | 1.14% | Add +6.7% | 113,906 | $12.1M |
| Oak Harvest Investment Services | 1.46% | Add +8.3% | 109,496 | $11.6M |
| Grove Bank & Trust | 1.43% | Reduce -1.8% | 107,507 | $11.4M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Add +1.6% | 107,503 | $11.4M |
| Corient Private Wealth LP | 0.01% | Add +7.8% | 102,775 | $10.9M |
| Country Club Bank | 0.68% | Add +9.2% | 102,223 | $10.9M |
| Private Advisor Group, LLC | 0.06% | Add +14.9% | 98,841 | $10.5M |
| Heartwood Wealth Advisors LLC | 1.09% | Reduce -1.0% | 97,864 | $10.4M |
| Wealthspire Advisors, LLC | 0.06% | Add +51.4% | 97,860 | $10.4M |
| Alaethes Wealth, LLC | 3.07% | No change | 96,628 | $10.3M |
| Park Avenue Securities LLC | 0.09% | Reduce -18.1% | 94,867 | $10.1M |
| Integrated Advisors Network LLC | 0.45% | Add +45.7% | 94,218 | $10.0M |
| Partners in Financial Planning | 1.79% | Add +8.5% | 91,451 | $9.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +48.2% | 90,007 | $9.6M |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.