iShares Short-Term NationalSUBETF
13F holders, Q1 2026 (March 31)890holders +26
73new positions
39sold out
3famous investors
$106.51avg. 13F price*
At the end of Q1 2026, 890 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 26 from Q4 2025. 73 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($1.1B), Mercer Global Advisors Inc. ($979.4M) and Morgan Stanley ($630.1M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $89.0M |
| Exits | 39 | $22.4M |
All 13F filers, Q4 2025 → Q1 2026: 9,235,504 shares bought and 4,099,313 shares sold, net +5,136,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 890 holders
| Bank of America Corp. | 0.08% | Add +26.5% | 10,534,007 | $1.1B |
| Mercer Global Advisors Inc. | 1.45% | Add +8.3% | 9,196,615 | $979.4M |
| Morgan Stanley | 0.04% | Add +4.3% | 5,916,664 | $630.1M |
| Bank of New York Mellon Corp | 0.10% | Reduce -4.2% | 4,932,802 | $525.3M |
| UBS Group AG | 0.06% | Add +147.2% | 2,914,733 | $310.4M |
| Creative Planning | 0.21% | Add +3.3% | 2,904,852 | $309.4M |
| Sei Investments Co. | 0.28% | Add +2.2% | 2,860,129 | $304.6M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +11.1% | 1,542,535 | $164.3M |
| Citigroup Inc. | 0.10% | Add +4.4% | 1,453,960 | $154.8M |
| Captrust Financial Advisors | 0.24% | Add +3.5% | 1,296,728 | $138.1M |
| Franklin Resources Inc. | 0.03% | Add +0.9% | 1,281,043 | $136.4M |
| Ameriprise Financial Inc. | 0.03% | Add +2.2% | 1,048,462 | $111.7M |
| Allstate Corp. | 1.19% | Reduce -32.3% | 1,047,584 | $111.6M |
| LPL Financial LLC | 0.03% | Add +0.4% | 1,037,196 | $110.5M |
| Mariner, LLC | 0.11% | Add +1.1% | 883,807 | $94.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +24.0% | 861,391 | $91.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.34% | — | 817,913 | $87.1M |
| Robinhood Asset Management, LLC | 5.83% | Reduce -1.6% | 755,267 | $80.4M |
| Salomon & Ludwin, LLC | 6.81% | Add +7.2% | 711,088 | $76.3M |
| Nisa Investment Advisors, LLC | 0.27% | Add +0.7% | 679,490 | $72.4M |
| Raymond James Financial Inc. | 0.02% | Add +21.6% | 634,187 | $67.5M |
| Bank of Montreal | 0.03% | Reduce -4.5% | 632,784 | $67.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.8% | 603,574 | $64.3M |
| Focus Partners Wealth | 0.07% | Add +8.4% | 593,545 | $64.0M |
| Allworth Financial LP | 0.26% | Reduce -0.7% | 596,499 | $63.5M |
| Royal Bank of Canada | 0.01% | Add +8.6% | 587,359 | $62.6M |
| Heritage Investment Group, Inc. | 8.72% | Add +3.2% | 541,010 | $57.6M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -12.1% | 540,109 | $57.5M |
| Cerity Partners LLC | 0.08% | Add +8.6% | 518,240 | $55.2M |
| US Bancorp \de | 0.06% | Reduce -10.1% | 476,766 | $50.8M |
| Truepoint, Inc. | 1.07% | Add +5.4% | 448,765 | $47.8M |
| Wells Fargo & Company | 0.01% | Add +25.3% | 443,715 | $47.3M |
| Crestwood Advisors Group, LLC | 0.78% | Reduce -14.6% | 434,108 | $46.2M |
| HighTower Advisors, LLC | 0.05% | Reduce -15.2% | 421,239 | $44.9M |
| Apella Capital, LLC | 0.66% | Add +1.8% | 418,476 | $44.7M |
| Wit, LLC | 0.84% | No change | 418,588 | $44.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.1% | 404,443 | $43.1M |
| TIAA Wealth Investment Management LLC | 0.32% | — | 387,522 | $41.3M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +11.7% | 385,215 | $41.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +227.7% | 372,808 | $39.7M |
| Orion Porfolio Solutions, LLC | 0.33% | Add +4.9% | 366,914 | $39.1M |
| DGS Capital Management, LLC | 5.79% | Reduce -2.1% | 330,165 | $35.2M |
| Cetera Investment Advisers | 0.04% | Add +25.8% | 327,556 | $34.9M |
| Rockefeller Capital Management L.P. | 0.06% | Add +5.2% | 308,233 | $32.8M |
| Stifel Financial Corp. | 0.03% | Reduce -5.3% | 298,813 | $31.8M |
| RMR Wealth Builders | 2.47% | Add +2.3% | 294,637 | $31.4M |
| Willis Johnson & Associates, Inc. | 1.76% | Reduce -1.7% | 283,043 | $30.1M |
| Gross & Hartman Investments LLC | 15.32% | Add +0.3% | 276,655 | $29.5M |
| Modera Wealth Management, LLC | 0.35% | Add +9.0% | 275,400 | $29.3M |
| Ritholtz Wealth Management | 0.50% | Add +3.8% | 271,256 | $28.9M |
| Glenview Trust Co | 0.44% | Add +101.4% | 263,159 | $28.0M |
| Old National Bancorp | 0.47% | Reduce -6.8% | 262,352 | $27.9M |
| Bear Mountain Capital, Inc. | 8.31% | New | 258,958 | $27.6M |
| Citizens Financial Group Inc. | 0.38% | Reduce -1.2% | 259,354 | $27.6M |
| Cahaba Wealth Management, Inc. | 1.87% | Reduce -0.9% | 259,110 | $27.6M |
| EP Wealth Advisors, LLC | 0.13% | Add +2.6% | 251,628 | $26.8M |
| CIBC Bancorp USA Inc. | 0.04% | — | 249,190 | $26.6M |
| Merit Financial Group, LLC | 0.19% | Add +52.4% | 241,506 | $25.7M |
| Freestone Capital Holdings, LLC | 0.76% | Add +16.6% | 233,904 | $24.9M |
| Fifth Third Bancorp | 0.04% | Add +8799.2% | 231,380 | $24.6M |
| Safe Harbor Family Capital, LLC | 19.27% | Add +0.2% | 231,281 | $24.6M |
| LVW Advisors, LLC | 2.39% | Add +5.8% | 230,341 | $24.5M |
| Partners Capital Investment Group, LLP | 0.89% | Add +39.6% | 222,273 | $23.7M |
| Jones Financial Companies LLLP | 0.01% | Add +56.6% | 213,298 | $22.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -19.8% | 210,257 | $22.4M |
| Mather Group, Llc. | 0.21% | Add +1.9% | 197,700 | $21.1M |
| Legacy Edge Advisors, LLC | 2.19% | Add +3.9% | 195,954 | $20.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -25.3% | 197,812 | $20.6M |
| Carnegie Investment Counsel | 0.40% | Reduce -2.7% | 190,620 | $20.3M |
| Ascent Group, LLC | 0.69% | Add +6.5% | 187,832 | $20.0M |
| Members Trust Co | 0.66% | Add +4.2% | 187,268 | $19.9M |
| Betterment LLC | 0.04% | Reduce -6.3% | 186,835 | $19.9M |
| GAMMA Investing LLC | 0.89% | Add +16.1% | 179,558 | $19.1M |
| Arkansas Financial Group, Inc. | 2.60% | Add +0.6% | 175,251 | $18.7M |
| Bailard, Inc. | 0.43% | Reduce -12.5% | 174,632 | $18.6M |
| Alesco Advisors, LLC, An ESL Co | 0.47% | Reduce -0.7% | 173,848 | $18.5M |
| One Capital Management, LLC | 0.50% | Add +2.0% | 171,415 | $18.3M |
| Ellevest, Inc. | 2.44% | Add +3.3% | 164,434 | $17.5M |
| Brown Wealth Management, LLC | 4.25% | Add +3.6% | 155,398 | $16.5M |
| TD Private Client Wealth LLC | 0.33% | Add +13.1% | 149,522 | $15.9M |
| Dakota Wealth Management | 0.34% | Add +2.2% | 147,820 | $15.7M |
| Prime Capital Investment Advisors, LLC | 0.18% | Add +0.2% | 147,013 | $15.7M |
| Bank of Hawaii | 0.82% | Reduce -3.4% | 146,336 | $15.6M |
| Brandywine Oak Private Wealth LLC | 1.30% | Add +6.2% | 145,350 | $15.5M |
| Peapack Gladstone Financial Corp. | 0.20% | Add +43.0% | 145,078 | $15.5M |
| Slow Capital, Inc. | 1.95% | Add +0.7% | 141,308 | $15.0M |
| First National Bank of Omaha | 0.44% | Add +6.9% | 133,231 | $14.2M |
| City of London Investment Management Co. Ltd. | 1.01% | No change | 130,304 | $13.9M |
| Brookstone Capital Management | 0.15% | Add +12.4% | 124,842 | $13.3M |
| Oak Harvest Investment Services | 1.38% | Add +2.7% | 124,062 | $13.2M |
| Abundance Wealth Counselors | 1.89% | Add +5.4% | 123,854 | $13.2M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +1.0% | 123,473 | $13.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +10.2% | 122,001 | $13.0M |
| Flputnam Investment Management Co. | 0.19% | Add +1.7% | 120,870 | $12.9M |
| Smithfield Trust Co | 0.55% | Add +21.8% | 119,192 | $12.7M |
| MBL Wealth, LLC | 0.96% | Add +29.3% | 118,521 | $12.6M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +21.4% | 116,104 | $12.4M |
| Grove Bank & Trust | 1.39% | Add +1.5% | 115,406 | $12.3M |
| Quantinno Capital Management LP | 0.02% | Reduce -0.8% | 114,752 | $12.2M |
| M&T Bank Corp | 0.04% | Reduce -5.0% | 112,089 | $11.9M |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.