ISHARES SHORT-TERM NATIONAL SUB
$106.31
+0.1% 52w: $104.61 – $106.52
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data104.61105.56106.52
Aug 18, 2025 Jul 2, 2026
Institutional holders
890
+26 QoQ
13F value
$9.39B
+7.8% QoQ
Smart-money holders
21
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns SUB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 10.5M | $1.12B | 0.1% | +26.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 9.2M | $979.4M | 1.4% | +8.3% |
| MORGAN STANLEY | Bank broker | 5.9M | $630.1M | 0.0% | +4.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 4.9M | $525.3M | 0.1% | -4.2% |
| UBS Group AG | Bank broker | 2.9M | $310.4M | 0.1% | +147.2% |
| Creative Planning | Wealth advisor | 2.9M | $309.4M | 0.2% | +3.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 2.9M | $304.6M | 0.3% | +2.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.5M | $164.3M | 0.1% | +11.1% |
| CITIGROUP INC | Bank broker | 1.5M | $154.8M | 0.1% | +4.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.3M | $138.1M | 0.2% | +3.5% |
| FRANKLIN RESOURCES INC | Long only active | 1.3M | $136.4M | 0.0% | +0.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.0M | $111.7M | 0.0% | +2.2% |
| ALLSTATE CORP | Insurance | 1.0M | $111.6M | 1.2% | -32.3% |
| LPL Financial LLC | Bank broker | 1.0M | $110.5M | 0.0% | +0.4% |
| Mariner, LLC | Diversified mechanical | 883.8K | $94.1M | 0.1% | +1.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 861.4K | $91.7M | 0.0% | +24.0% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 817.9K | $87.1M | 0.3% | — |
| Robinhood Asset Management, LLC | Wealth advisor | 755.3K | $80.4M | 5.8% | -1.6% |
| Salomon & Ludwin, LLC | Wealth advisor | 711.1K | $76.3M | 6.8% | +7.2% |
| NISA INVESTMENT ADVISORS, LLC | Diversified mechanical | 679.5K | $72.4M | 0.3% | +0.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 634.2K | $67.5M | 0.0% | +21.6% |
| BANK OF MONTREAL /CAN/ | Bank broker | 632.8K | $67.4M | 0.0% | -4.5% |
| JPMORGAN CHASE & CO | Bank broker | 603.6K | $64.3M | 0.0% | -5.8% |
| Focus Partners Wealth | Wealth advisor | 593.5K | $64.0M | 0.1% | +8.4% |
| Allworth Financial LP | Wealth advisor | 596.5K | $63.5M | 0.3% | -0.7% |
| ROYAL BANK OF CANADA | Bank broker | 587.4K | $62.6M | 0.0% | +8.6% |
| Heritage Investment Group, Inc. | Wealth advisor | 541.0K | $57.6M | 8.7% | +3.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 540.1K | $57.5M | 0.1% | -12.1% |
| Cerity Partners LLC | Diversified mechanical | 518.2K | $55.2M | 0.1% | +8.6% |
| US BANCORP \DE\ | Wealth advisor | 476.8K | $50.8M | 0.1% | -10.1% |
| Truepoint, Inc. | Wealth advisor | 448.8K | $47.8M | 1.1% | +5.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 443.7K | $47.3M | 0.0% | +25.3% |
| Crestwood Advisors Group, LLC | Other | 434.1K | $46.2M | 0.8% | -14.5% |
| HighTower Advisors, LLC | Diversified mechanical | 421.2K | $44.9M | 0.0% | -15.2% |
| Apella Capital, LLC | Wealth advisor | 418.5K | $44.7M | 0.7% | +1.8% |
| WIT, LLC | Wealth advisor | 418.6K | $44.6M | — | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 404.4K | $43.1M | 0.0% | -5.1% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 387.5K | $41.3M | 0.3% | — |
| Beacon Pointe Advisors, LLC | Wealth advisor | 385.2K | $41.0M | 0.2% | +11.7% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 372.8K | $39.7M | 0.0% | +227.7% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 366.9K | $39.1M | 0.3% | +4.9% |
| DGS Capital Management, LLC | Other | 330.2K | $35.2M | 5.8% | -2.1% |
| Cetera Investment Advisers | Wealth advisor | 327.6K | $34.9M | 0.0% | +25.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 308.2K | $32.8M | 0.1% | +5.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 298.8K | $31.8M | 0.0% | -5.3% |
| RMR Wealth Builders | Wealth advisor | 294.6K | $31.4M | 2.5% | +2.3% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 283.0K | $30.1M | 1.8% | -1.7% |
| Gross & Hartman Investments LLC | Wealth advisor | 276.7K | $29.5M | — | +0.3% |
| Modera Wealth Management, LLC | Wealth advisor | 275.4K | $29.3M | 0.4% | +9.0% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 271.3K | $28.9M | 0.5% | +3.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.