iShares Short-Term NationalSUBETF
13F holders, Q3 2025 (September 30)834holders −16
44new positions
56sold out
4famous investors
$106.78avg. 13F price*
At the end of Q3 2025, 834 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, down 16 from Q2 2025. 44 opened new positions and 56 sold out. The largest holders were Mercer Global Advisors Inc. ($829.3M), Bank of America Corp. ($804.0M) and Morgan Stanley ($693.2M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $78.7M |
| Exits | 56 | $26.2M |
All 13F filers, Q2 2025 → Q3 2025: 5,097,569 shares bought and 9,859,433 shares sold, net −4,761,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 834 holders
| Mercer Global Advisors Inc. | 1.38% | Add +12.6% | 7,766,129 | $829.3M |
| Bank of America Corp. | 0.06% | Add +4.2% | 7,529,774 | $804.0M |
| Morgan Stanley | 0.04% | Add +1.9% | 6,492,306 | $693.2M |
| Bank of New York Mellon Corp | 0.10% | Add +2.2% | 5,309,707 | $567.0M |
| Sei Investments Co. | 0.32% | Add +2.3% | 2,754,637 | $294.1M |
| Creative Planning | 0.22% | Add +4.4% | 2,753,494 | $294.0M |
| Tiaa Trust, National Association | 0.37% | Reduce -58.1% | 1,429,055 | $152.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +14.5% | 1,322,898 | $141.3M |
| Franklin Resources Inc. | 0.03% | Add +0.9% | 1,255,629 | $134.1M |
| Citigroup Inc. | 0.09% | Reduce -2.7% | 1,242,853 | $132.7M |
| Captrust Financial Advisors | 0.27% | Reduce -13.7% | 1,224,596 | $130.8M |
| UBS Group AG | 0.02% | Reduce -1.4% | 1,114,368 | $119.0M |
| Ameriprise Financial Inc. | 0.03% | Add +3.0% | 1,019,871 | $108.6M |
| LPL Financial LLC | 0.03% | Reduce -4.3% | 928,343 | $99.1M |
| Mariner, LLC | 0.12% | Add +2.4% | 837,819 | $89.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -87.8% | 669,413 | $71.5M |
| Nisa Investment Advisors, LLC | 0.26% | Add +220.5% | 642,650 | $68.6M |
| Salomon & Ludwin, LLC | 6.10% | Add +6.1% | 635,915 | $67.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 634,763 | $67.8M |
| Bank of Montreal | 0.03% | Reduce -0.6% | 609,806 | $65.1M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -8.9% | 609,714 | $65.1M |
| Allworth Financial LP | 0.28% | Add +1.1% | 591,086 | $63.1M |
| US Bancorp \de | 0.07% | Reduce -1.0% | 538,951 | $57.5M |
| Royal Bank of Canada | 0.01% | Reduce -0.1% | 521,663 | $55.7M |
| Focus Partners Wealth | 0.09% | Reduce -0.5% | 515,800 | $55.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -23.1% | 513,761 | $54.9M |
| Heritage Investment Group, Inc. | 8.43% | Add +1.4% | 493,210 | $52.7M |
| HighTower Advisors, LLC | 0.06% | Reduce -9.3% | 476,914 | $50.9M |
| Crestwood Advisors Group, LLC | 0.84% | Add +16.2% | 462,094 | $49.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +60.8% | 428,692 | $45.8M |
| Cerity Partners LLC | 0.07% | Add +3.8% | 426,875 | $45.6M |
| Willow Creek Wealth Management Inc. | 3.71% | Add +10.7% | 421,947 | $45.1M |
| Wit, LLC | 1.01% | No change | 418,588 | $44.7M |
| Renaissance Technologies | 0.06% | Reduce -15.8% | 415,800 | $44.4M |
| Truepoint, Inc. | 1.03% | Add +8.1% | 413,033 | $44.1M |
| Apella Capital, LLC | 0.95% | Add +19.7% | 397,670 | $42.5M |
| Old National Bancorp | 0.66% | Add +16.9% | 362,802 | $38.7M |
| Wells Fargo & Company | 0.01% | Reduce -6.2% | 362,273 | $38.7M |
| Beacon Pointe Advisors, LLC | 0.31% | Add +14.3% | 341,693 | $36.5M |
| Stifel Financial Corp. | 0.03% | Reduce -5.4% | 327,086 | $34.9M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +6.4% | 321,504 | $34.3M |
| DGS Capital Management, LLC | 6.08% | Add +2.6% | 312,151 | $33.3M |
| Willis Johnson & Associates, Inc. | 1.89% | Add +2.7% | 285,594 | $30.5M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.3% | 278,563 | $29.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.8% | 272,343 | $29.1M |
| RMR Wealth Builders | 2.42% | Add +6.4% | 271,309 | $29.0M |
| Citizens Financial Group Inc. | 0.39% | Reduce -0.4% | 263,251 | $28.1M |
| Ritholtz Wealth Management | 0.54% | Add +1.9% | 259,087 | $27.7M |
| Cetera Investment Advisers | 0.03% | Add +17.6% | 250,917 | $26.8M |
| Cahaba Wealth Management, Inc. | 1.90% | Add +4.5% | 246,274 | $26.3M |
| Modera Wealth Management, LLC | 0.30% | Add +0.5% | 245,039 | $26.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +4.5% | 241,871 | $25.8M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -33.7% | 221,047 | $23.6M |
| LVW Advisors, LLC | 2.39% | Add +9.1% | 216,105 | $23.1M |
| Partners Capital Investment Group, LLP | 0.91% | Add +35.5% | 213,956 | $22.8M |
| Betterment LLC | 0.04% | Reduce -4.8% | 205,744 | $22.0M |
| Carnegie Investment Counsel | 0.40% | Reduce -2.0% | 196,836 | $21.0M |
| Composition Wealth, LLC | 0.30% | Reduce -66.6% | 190,196 | $20.3M |
| Legacy Edge Advisors, LLC | 2.38% | Add +0.9% | 189,075 | $20.2M |
| Mather Group, Llc. | 0.20% | Add +7.5% | 184,500 | $19.7M |
| Comerica Bank | 0.07% | Reduce -5.3% | 184,157 | $19.7M |
| Susquehanna International Group, LLP | 0.03% | New | 183,635 | $19.6M |
| Members Trust Co | 0.63% | Add +0.7% | 180,642 | $19.3M |
| BIP Wealth, LLC | 0.90% | Add +338.6% | 171,057 | $18.3M |
| Arkansas Financial Group, Inc. | 2.67% | Reduce -1.6% | 169,858 | $18.1M |
| Alesco Advisors, LLC, An ESL Co | 0.48% | Add +2.9% | 164,691 | $17.6M |
| Bank of Hawaii | 0.87% | Add +1325.5% | 162,441 | $17.3M |
| Freestone Capital Holdings, LLC | 0.53% | Add +2.6% | 160,498 | $17.1M |
| Ascent Group, LLC | 0.60% | Reduce -6.1% | 159,626 | $17.0M |
| One Capital Management, LLC | 0.54% | Add +11.3% | 158,730 | $16.9M |
| GAMMA Investing LLC | 0.90% | Add +9.1% | 153,373 | $16.4M |
| Merit Financial Group, LLC | 0.15% | Add +8.7% | 149,926 | $16.0M |
| Ellevest, Inc. | 2.27% | Reduce -5.6% | 148,758 | $15.9M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +5.4% | 141,259 | $15.1M |
| Brandywine Oak Private Wealth LLC | 1.30% | Reduce -2.5% | 139,819 | $14.9M |
| Slow Capital, Inc. | 1.72% | Add +8.7% | 136,837 | $14.6M |
| Brown Wealth Management, LLC | 4.05% | Add +7.2% | 134,995 | $14.4M |
| City of London Investment Management Co. Ltd. | 1.03% | No change | 130,304 | $13.9M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -5.0% | 128,691 | $13.7M |
| Jones Financial Companies LLLP | 0.01% | Add +48.6% | 123,396 | $13.2M |
| Bailard, Inc. | 0.28% | Reduce -34.2% | 122,291 | $13.1M |
| Quantinno Capital Management LP | 0.03% | Add +846.8% | 119,950 | $12.8M |
| Country Club Bank | 0.76% | Add +16.9% | 119,511 | $12.8M |
| Dakota Wealth Management | 0.25% | Reduce -0.7% | 116,236 | $12.4M |
| Flputnam Investment Management Co. | 0.18% | Add +1.0% | 115,487 | $12.3M |
| Oak Harvest Investment Services | 1.40% | Add +2.4% | 112,135 | $12.0M |
| Abundance Wealth Counselors | 2.04% | Reduce -9.7% | 111,584 | $11.9M |
| Grove Bank & Trust | 1.36% | Add +1.6% | 109,263 | $11.7M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +1.0% | 108,573 | $11.6M |
| Waterway Wealth Management, LLC | 2.75% | Reduce -53.0% | 108,102 | $11.5M |
| TD Private Client Wealth LLC | 0.25% | Add +18.5% | 104,286 | $11.1M |
| TD Capital Management LLC | 0.99% | Reduce -9.2% | 103,376 | $11.0M |
| MML Investors Services, LLC | 0.03% | Reduce -24.0% | 101,526 | $10.8M |
| Brookstone Capital Management | 0.13% | Add +29.4% | 100,896 | $10.8M |
| Sheets Smith Wealth Management | 1.21% | Reduce -13.6% | 100,333 | $10.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.0% | 98,805 | $10.6M |
| Partners in Financial Planning | 1.81% | Add +7.1% | 97,955 | $10.5M |
| Flow Traders U.S. LLC | 0.42% | New | 97,421 | $10.4M |
| Corient Private Wealth LP | 0.02% | Reduce -5.6% | 97,059 | $10.4M |
| Alaethes Wealth, LLC | 2.93% | No change | 96,628 | $10.3M |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.