iShares Short-Term NationalSUBETF
13F holders, Q4 2025 (December 31)864holders +30
49new positions
46sold out
3famous investors
$106.07avg. 13F price*
At the end of Q4 2025, 864 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 30 from Q3 2025. 49 opened new positions and 46 sold out. The largest holders were Mercer Global Advisors Inc. ($905.8M), Bank of America Corp. ($888.4M) and Morgan Stanley ($605.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Short-Term National
- CUSIP
- 464288158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $46.6M |
| Exits | 46 | $95.2M |
All 13F filers, Q3 2025 → Q4 2025: 6,118,567 shares bought and 3,037,413 shares sold, net +3,081,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 864 holders
| Mercer Global Advisors Inc. | 1.38% | Add +9.3% | 8,489,274 | $905.8M |
| Bank of America Corp. | 0.06% | Add +10.6% | 8,326,351 | $888.4M |
| Morgan Stanley | 0.04% | Reduce -12.6% | 5,673,861 | $605.4M |
| Bank of New York Mellon Corp | 0.10% | Reduce -3.1% | 5,146,635 | $549.1M |
| Creative Planning | 0.21% | Add +2.2% | 2,813,439 | $300.2M |
| Sei Investments Co. | 0.29% | Add +1.6% | 2,797,826 | $298.5M |
| Allstate Corp. | 2.26% | Add +3158.4% | 1,547,744 | $165.1M |
| Citigroup Inc. | 0.10% | Add +12.1% | 1,392,758 | $148.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +5.0% | 1,388,345 | $148.1M |
| Tiaa Trust, National Association | 0.33% | Reduce -9.9% | 1,287,347 | $137.4M |
| Franklin Resources Inc. | 0.03% | Add +1.1% | 1,270,079 | $135.5M |
| Captrust Financial Advisors | 0.25% | Add +2.3% | 1,252,435 | $133.6M |
| UBS Group AG | 0.02% | Add +5.8% | 1,179,085 | $125.8M |
| LPL Financial LLC | 0.03% | Add +11.3% | 1,033,462 | $110.3M |
| Ameriprise Financial Inc. | 0.02% | Add +0.6% | 1,026,104 | $109.6M |
| Mariner, LLC | 0.11% | Add +4.3% | 873,911 | $93.2M |
| Robinhood Asset Management, LLC | 6.53% | — | 767,635 | $81.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.8% | 694,485 | $74.1M |
| Nisa Investment Advisors, LLC | 0.24% | Add +5.0% | 674,815 | $72.0M |
| Salomon & Ludwin, LLC | 6.26% | Add +4.3% | 663,262 | $70.9M |
| Bank of Montreal | 0.03% | Add +8.7% | 662,627 | $70.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 640,659 | $68.4M |
| Commonwealth Equity Services, LLC | 0.09% | Add +0.8% | 614,591 | $65.6M |
| Allworth Financial LP | 0.26% | Add +1.6% | 600,735 | $64.1M |
| Focus Partners Wealth | 0.07% | Add +6.2% | 547,619 | $58.4M |
| Royal Bank of Canada | 0.01% | Add +3.7% | 540,978 | $57.7M |
| US Bancorp \de | 0.07% | Reduce -1.6% | 530,406 | $56.6M |
| Heritage Investment Group, Inc. | 8.51% | Add +6.3% | 524,218 | $55.9M |
| Raymond James Financial Inc. | 0.02% | Add +1.5% | 521,665 | $55.7M |
| Crestwood Advisors Group, LLC | 0.90% | Add +9.9% | 508,002 | $54.2M |
| HighTower Advisors, LLC | 0.06% | Add +4.2% | 496,911 | $53.0M |
| Cerity Partners LLC | 0.07% | Add +11.8% | 477,090 | $50.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.6% | 426,330 | $45.5M |
| Truepoint, Inc. | 1.02% | Add +3.1% | 425,683 | $45.4M |
| Wit, LLC | 0.90% | No change | 418,588 | $44.7M |
| Apella Capital, LLC | 0.87% | Add +3.4% | 411,059 | $43.9M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 354,080 | $37.8M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +8.8% | 349,645 | $37.3M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +0.9% | 344,839 | $36.8M |
| DGS Capital Management, LLC | 6.17% | Add +8.0% | 337,218 | $36.0M |
| Stifel Financial Corp. | 0.03% | Reduce -3.5% | 315,642 | $33.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +7.6% | 292,949 | $31.3M |
| RMR Wealth Builders | 2.46% | Add +6.2% | 288,038 | $30.7M |
| Willis Johnson & Associates, Inc. | 1.89% | Add +0.8% | 287,811 | $30.7M |
| Old National Bancorp | 0.50% | Reduce -22.4% | 281,586 | $30.0M |
| Gross & Hartman Investments LLC | 16.77% | — | 275,798 | $29.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +9.4% | 264,654 | $28.3M |
| Citizens Financial Group Inc. | 0.38% | Reduce -0.3% | 262,501 | $28.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -5.8% | 262,290 | $28.0M |
| Cahaba Wealth Management, Inc. | 1.94% | Add +6.2% | 261,553 | $27.9M |
| Ritholtz Wealth Management | 0.51% | Add +0.9% | 261,430 | $27.9M |
| Cetera Investment Advisers | 0.03% | Add +3.7% | 260,295 | $27.8M |
| Modera Wealth Management, LLC | 0.31% | Add +3.1% | 252,622 | $27.0M |
| EP Wealth Advisors, LLC | 0.14% | — | 245,347 | $26.2M |
| Safe Harbor Family Capital, LLC | 21.64% | — | 230,806 | $24.6M |
| CIBC Private Wealth Group LLC | 0.04% | Add +2.1% | 225,669 | $24.1M |
| LVW Advisors, LLC | 2.35% | Add +0.7% | 217,652 | $23.2M |
| Freestone Capital Holdings, LLC | 0.63% | Add +25.0% | 200,560 | $21.4M |
| Bailard, Inc. | 0.47% | Add +63.2% | 199,528 | $21.3M |
| Betterment LLC | 0.04% | Reduce -3.1% | 199,422 | $21.3M |
| Composition Wealth, LLC | 0.30% | Add +3.7% | 197,312 | $21.1M |
| Carnegie Investment Counsel | 0.39% | Reduce -0.5% | 195,892 | $20.9M |
| Mather Group, Llc. | 0.21% | Add +5.1% | 193,926 | $20.7M |
| Legacy Edge Advisors, LLC | 2.20% | Reduce -0.2% | 188,645 | $20.1M |
| Members Trust Co | 0.63% | Reduce -0.5% | 179,789 | $19.2M |
| BIP Wealth, LLC | 0.67% | Add +4.1% | 178,009 | $19.0M |
| Ascent Group, LLC | 0.64% | Add +10.5% | 176,345 | $18.8M |
| Alesco Advisors, LLC, An ESL Co | 0.48% | Add +6.3% | 175,005 | $18.7M |
| Arkansas Financial Group, Inc. | 2.68% | Add +2.6% | 174,281 | $18.6M |
| One Capital Management, LLC | 0.54% | Add +5.9% | 168,082 | $17.9M |
| Ellevest, Inc. | 2.35% | Add +7.0% | 159,210 | $17.0M |
| Partners Capital Investment Group, LLP | 0.63% | Reduce -25.6% | 159,194 | $17.0M |
| Merit Financial Group, LLC | 0.14% | Add +5.7% | 158,478 | $16.9M |
| Comerica Bank | 0.07% | Reduce -15.0% | 156,602 | $16.7M |
| GAMMA Investing LLC | 0.83% | Add +0.8% | 154,590 | $16.5M |
| Bank of Hawaii | 0.80% | Reduce -6.8% | 151,440 | $16.2M |
| Brown Wealth Management, LLC | 4.21% | Add +11.1% | 150,034 | $16.0M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +3.8% | 146,677 | $15.7M |
| Dakota Wealth Management | 0.27% | Add +24.4% | 144,633 | $15.4M |
| Slow Capital, Inc. | 1.79% | Add +2.5% | 140,319 | $15.0M |
| Brandywine Oak Private Wealth LLC | 1.23% | Reduce -2.1% | 136,832 | $14.6M |
| Jones Financial Companies LLLP | 0.01% | Add +10.4% | 136,201 | $14.5M |
| TD Private Client Wealth LLC | 0.30% | Add +26.8% | 132,212 | $14.1M |
| Glenview Trust Co | 0.22% | Add +117.6% | 130,662 | $13.9M |
| City of London Investment Management Co. Ltd. | 1.04% | No change | 130,304 | $13.9M |
| MML Investors Services, LLC | 0.03% | Add +27.1% | 128,990 | $13.8M |
| First National Bank of Omaha | 0.39% | New | 124,661 | $13.3M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -5.0% | 122,239 | $13.0M |
| Oak Harvest Investment Services | 1.41% | Add +7.7% | 120,817 | $12.9M |
| Flputnam Investment Management Co. | 0.18% | Add +3.0% | 118,892 | $12.7M |
| M&T Bank Corp | 0.04% | Add +34.3% | 118,032 | $12.6M |
| Abundance Wealth Counselors | 2.12% | Add +5.3% | 117,465 | $12.5M |
| Quantinno Capital Management LP | 0.02% | Reduce -3.6% | 115,639 | $12.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 113,764 | $12.1M |
| Grove Bank & Trust | 1.36% | Add +4.1% | 113,700 | $12.1M |
| Brookstone Capital Management | 0.14% | Add +10.1% | 111,061 | $11.9M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Add +2.1% | 110,894 | $11.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +21.0% | 110,682 | $11.8M |
| TD Capital Management LLC | 1.05% | Add +6.8% | 110,417 | $11.8M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +15.5% | 101,479 | $10.8M |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.