SUB Institutional Ownership & Shareholders
ISHARES SHORT-TERM NATIONAL (SUB) is currently held by 902 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.44B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SUB tracked by InsiderSet, reporting ownership valued at approximately $1.15B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.15B, representing an estimated loss of -0.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed SUB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mercer Global Advisors Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES SHORT-TERM NATIONAL (SUB).
This page ranks the largest institutional SUB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
902
Total Reported Value
$9.44B
Largest Holder
Bank Of America Corp
Largest Position
$1.15B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.07% | 10,837,871 | $1,153,908,037 | $1,149,464,598 | -$4,443,439 | -0.39% | |
| Mercer Global Advisors Inc | 1.37% | 10,432,746 | $1,110,774,481 | $1,106,497,041 | -$4,277,440 | -0.39% | |
| Morgan Stanley | 0.03% | 5,576,953 | $593,778,335 | $591,491,635 | -$2,286,700 | -0.39% | |
| Bank Of New York Mellon Corp | 0.08% | 4,745,689 | $505,273,483 | $503,327,775 | -$1,945,708 | -0.39% | |
| Ubs Group Ag | 0.05% | 3,083,779 | $328,329,950 | $327,065,601 | -$1,264,349 | -0.39% | |
| Creative Planning | 0.18% | 3,072,365 | $321,185,039 | $325,855,032 | +$4,669,993 | +1.45% | |
| Sei Investments Co | 0.28% | 2,950,954 | $314,188,780 | $312,978,181 | -$1,210,599 | -0.39% | |
| Citigroup Inc | 0.08% | 1,531,445 | $163,052,918 | $162,425,057 | -$627,861 | -0.39% | |
| Captrust Financial Advisors | 0.23% | 1,388,673 | $147,852,039 | $147,282,658 | -$569,381 | -0.39% | |
| Ameriprise Financial Inc | 0.02% | 1,139,510 | $121,281,469 | $120,856,431 | -$425,038 | -0.35% | |
| Lpl Financial Llc | 0.02% | 1,024,779 | $109,108,217 | $108,688,061 | -$420,156 | -0.39% | |
| Goldman Sachs Group Inc | 0.01% | 953,664 | $101,536,594 | $101,145,604 | -$390,990 | -0.39% | |
| Robinhood Asset Management, Llc | 5.13% | 901,267 | $95,957,914 | $95,588,378 | -$369,536 | -0.39% | |
| Envestnet Asset Management Inc | 0.02% | 856,767 | $91,217,133 | $90,868,708 | -$348,425 | -0.38% | |
| Mariner, Llc | 0.10% | 850,660 | $90,569,782 | $90,221,000 | -$348,782 | -0.39% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.30% | 813,111 | $86,571,928 | $86,238,553 | -$333,375 | -0.39% | |
| Focus Partners Wealth | 0.08% | 751,428 | $80,004,621 | $79,696,454 | -$308,167 | -0.39% | |
| Raymond James Financial Inc | 0.02% | 742,589 | $79,063,431 | $78,758,989 | -$304,442 | -0.39% | |
| Salomon & Ludwin, Llc | 6.41% | 739,423 | $77,299,327 | $78,423,203 | +$1,123,876 | +1.45% | |
| Angeles Wealth Management, Llc | 3.15% | 683,248 | $71,426,750 | $72,465,283 | +$1,038,533 | +1.45% | |
| Nisa Investment Advisors, Llc | 0.21% | 680,590 | $71,148,879 | $72,183,375 | +$1,034,496 | +1.45% | |
| Bank Of Montreal | 0.02% | 624,527 | $66,493,390 | $66,237,334 | -$256,056 | -0.39% | |
| Royal Bank Of Canada | 0.01% | 590,539 | $62,874,000 | $62,632,566 | -$241,434 | -0.38% | |
| Jpmorgan Chase & Co | 0.00% | 567,623 | $60,446,287 | $60,202,095 | -$244,192 | -0.40% | |
| Heritage Investment Group, Inc. | 7.89% | 551,509 | $58,719,134 | $58,493,045 | -$226,089 | -0.39% | |
| Commonwealth Equity Services, Llc | 0.07% | 546,803 | $57,162,823 | $57,993,926 | +$831,103 | +1.45% | |
| Modera Wealth Management, Llc | 0.60% | 545,792 | $57,057,067 | $57,886,700 | +$829,633 | +1.45% | |
| Allworth Financial Lp | 0.24% | 528,122 | $56,229,127 | $56,012,619 | -$216,508 | -0.39% | |
| Cerity Partners Llc | 0.06% | 492,533 | $52,439,823 | $52,238,050 | -$201,773 | -0.38% | |
| Apella Capital, Llc | 0.65% | 488,398 | $51,008,251 | $51,799,492 | +$791,241 | +1.55% | |
| Truepoint, Inc. | 1.02% | 460,655 | $49,045,892 | $48,857,069 | -$188,823 | -0.38% | |
| Us Bancorp \De\ | 0.05% | 453,380 | $48,271,368 | $48,085,483 | -$185,885 | -0.39% | |
| Wells Fargo & Company/Mn | 0.01% | 443,202 | $47,187,674 | $47,006,004 | -$181,670 | -0.38% | |
| Orion Porfolio Solutions, Llc | 0.34% | 422,365 | $44,969,222 | $44,796,032 | -$173,190 | -0.39% | |
| Wit, Llc | 0.71% | 418,588 | $44,567,064 | $44,395,443 | -$171,621 | -0.39% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 372,808 | $39,704,052 | $39,540,016 | -$164,036 | -0.41% | |
| Stifel Financial Corp | 0.03% | 359,789 | $38,306,180 | $38,159,221 | -$146,959 | -0.38% | |
| Cetera Investment Advisers | 0.03% | 351,387 | $37,412,258 | $37,268,105 | -$144,153 | -0.39% | |
| Beacon Pointe Advisors, Llc | 0.17% | 343,233 | $36,544,032 | $36,403,292 | -$140,740 | -0.39% | |
| Crestwood Advisors Group, Llc | 0.54% | 348,767 | $36,459,519 | $36,990,228 | +$530,709 | +1.46% | |
| Tiaa Wealth Investment Management Llc | 0.24% | 339,158 | $36,110,215 | $35,971,097 | -$139,118 | -0.39% | |
| Ep Wealth Advisors, Llc | 0.14% | 338,887 | $36,081,285 | $35,942,355 | -$138,930 | -0.39% | |
| Dgs Capital Management, Llc | 5.79% | 330,165 | $35,162,527 | $35,017,300 | -$145,227 | -0.41% | |
| Rmr Wealth Builders | 2.02% | 331,561 | $34,661,337 | $35,165,360 | +$504,023 | +1.45% | |
| Merit Financial Group, Llc | 0.21% | 323,060 | $34,396,238 | $34,263,744 | -$132,494 | -0.39% | |
| Rockefeller Capital Management L.P. | 0.05% | 310,995 | $33,111,701 | $32,984,130 | -$127,571 | -0.39% | |
| Glenview Trust Co | 0.43% | 307,773 | $32,174,589 | $32,642,404 | +$467,815 | +1.45% | |
| Willis Johnson & Associates, Inc. | 1.72% | 290,740 | $30,955,042 | $30,835,884 | -$119,158 | -0.38% | |
| Bear Mountain Capital, Inc. | 8.69% | 282,429 | $30,008,122 | $29,954,420 | -$53,702 | -0.18% | |
| Gross & Hartman Investments Llc | 13.23% | 281,424 | $29,963,162 | $29,847,829 | -$115,333 | -0.38% |
Frequently asked questions about SUB
Who are the largest institutional holders of SUB?
The largest institutional holders of SUB reported in the latest SEC Form 13F filings include Bank Of America Corp, Mercer Global Advisors Inc, Morgan Stanley, Bank Of New York Mellon Corp, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported SUB position.
What is SUB institutional ownership?
This page tracks SUB positions reported by institutional investment managers through SEC Form 13F. ISHARES SHORT-TERM NATIONAL (SUB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SUB?
InsiderSet currently tracks 902 institutional managers reporting SUB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SUB shareholders.
How much SUB stock do institutions own?
Institutional investment managers disclosed approximately $9.44B in SUB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SUB institutional ownership last updated?
The latest SUB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SUB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SUB position after the reporting date.
Are institutions buying or selling SUB?
Institutional buying and selling can be analyzed by comparing SUB positions across consecutive 13F reporting periods. InsiderSet's SUB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SUB ownership changes.
How has SUB institutional ownership changed over time?
InsiderSet tracks SUB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.