ISHARES SHORT-TERM NATIONAL (SUB) Top Institutional Shareholders
ISHARES SHORT-TERM NATIONAL (SUB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $9.22B in SUB holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SUB tracked by InsiderSet, reporting ownership valued at approximately $1.12B in its March 31, 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 $1.12B, representing an estimated loss of -0.17% 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
879
Total Reported Value
$9.22B
Largest Holder
Bank Of America Corp
Largest Position
$1.12B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
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 | 0.08% | 10,534,007 | $1,121,871,708 | $1,119,975,624 | -$1,896,084 | -0.17% | |
| Mercer Global Advisors Inc | 1.45% | 9,196,615 | $979,439,517 | $977,784,107 | -$1,655,410 | -0.17% | |
| Morgan Stanley | 0.04% | 5,916,664 | $630,124,885 | $629,059,716 | -$1,065,169 | -0.17% | |
| Bank Of New York Mellon Corp | 0.10% | 4,932,802 | $525,343,358 | $524,455,509 | -$887,849 | -0.17% | |
| Ubs Group Ag | 0.06% | 2,914,733 | $310,419,065 | $309,894,413 | -$524,652 | -0.17% | |
| Creative Planning | 0.21% | 2,904,852 | $309,366,717 | $308,843,865 | -$522,852 | -0.17% | |
| Sei Investments Co | 0.28% | 2,860,129 | $304,605,770 | $304,088,915 | -$516,855 | -0.17% | |
| Northwestern Mutual Wealth Management Co | 0.10% | 1,542,535 | $164,279,993 | $164,002,321 | -$277,672 | -0.17% | |
| Citigroup Inc | 0.10% | 1,453,960 | $154,846,748 | $154,585,027 | -$261,721 | -0.17% | |
| Captrust Financial Advisors | 0.24% | 1,296,728 | $138,101,244 | $137,868,121 | -$233,123 | -0.17% | |
| Franklin Resources Inc | 0.03% | 1,281,043 | $136,431,081 | $136,200,492 | -$230,589 | -0.17% | |
| Ameriprise Financial Inc | 0.03% | 1,048,462 | $111,712,306 | $111,472,480 | -$239,826 | -0.21% | |
| Allstate Corp | 1.19% | 1,047,584 | $111,567,696 | $111,379,131 | -$188,565 | -0.17% | |
| Lpl Financial Llc | 0.03% | 1,037,196 | $110,461,318 | $110,274,679 | -$186,639 | -0.17% | |
| Mariner, Llc | 0.11% | 883,807 | $94,125,472 | $93,966,360 | -$159,112 | -0.17% | |
| Envestnet Asset Management Inc | 0.02% | 861,391 | $91,738,149 | $91,583,091 | -$155,058 | -0.17% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.33% | 817,913 | $87,107,734 | $86,960,510 | -$147,224 | -0.17% | |
| Robinhood Asset Management, Llc | 5.83% | 755,267 | $80,435,887 | $80,299,987 | -$135,900 | -0.17% | |
| Salomon & Ludwin, Llc | 6.81% | 711,088 | $76,307,180 | $75,602,876 | -$704,304 | -0.92% | |
| Nisa Investment Advisors, Llc | 0.27% | 679,490 | $72,365,685 | $72,243,377 | -$122,308 | -0.17% | |
| Raymond James Financial Inc | 0.02% | 634,187 | $67,540,887 | $67,426,762 | -$114,125 | -0.17% | |
| Bank Of Montreal | 0.03% | 632,784 | $67,391,497 | $67,277,595 | -$113,902 | -0.17% | |
| Focus Partners Wealth | 0.07% | 593,545 | $63,970,903 | $63,105,704 | -$865,199 | -1.35% | |
| Allworth Financial Lp | 0.26% | 596,499 | $63,527,147 | $63,419,774 | -$107,373 | -0.17% | |
| Royal Bank Of Canada | 0.01% | 587,359 | $62,554,000 | $62,448,009 | -$105,991 | -0.17% | |
| Heritage Investment Group, Inc. | 8.72% | 541,010 | $57,617,541 | $57,520,183 | -$97,358 | -0.17% | |
| Commonwealth Equity Services, Llc | 0.08% | 540,109 | $57,521,634 | $57,424,389 | -$97,245 | -0.17% | |
| Cerity Partners Llc | 0.08% | 518,240 | $55,192,508 | $55,099,277 | -$93,231 | -0.17% | |
| Us Bancorp \De\ | 0.06% | 476,766 | $50,775,581 | $50,689,761 | -$85,820 | -0.17% | |
| Truepoint, Inc. | 1.07% | 448,765 | $47,793,426 | $47,712,695 | -$80,731 | -0.17% | |
| Wells Fargo & Company/Mn | 0.01% | 443,715 | $47,255,628 | $47,175,779 | -$79,849 | -0.17% | |
| Crestwood Advisors Group, Llc | 0.78% | 434,108 | $46,232,532 | $46,154,363 | -$78,169 | -0.17% | |
| Hightower Advisors, Llc | 0.05% | 421,239 | $44,863,399 | $44,786,130 | -$77,269 | -0.17% | |
| Wit, Llc | 0.84% | 418,588 | $44,579,622 | $44,504,276 | -$75,346 | -0.17% | |
| Apella Capital, Llc | 0.62% | 415,416 | $44,150,369 | $44,167,029 | +$16,660 | +0.04% | |
| Goldman Sachs Group Inc | 0.01% | 404,443 | $43,073,165 | $43,000,380 | -$72,785 | -0.17% | |
| Tiaa Wealth Investment Management Llc | 0.32% | 387,522 | $41,270,980 | $41,201,339 | -$69,641 | -0.17% | |
| Beacon Pointe Advisors, Llc | 0.22% | 385,215 | $41,025,415 | $40,956,059 | -$69,356 | -0.17% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 372,808 | $39,704,052 | $39,636,947 | -$67,105 | -0.17% | |
| Orion Porfolio Solutions, Llc | 0.33% | 366,914 | $39,076,361 | $39,010,296 | -$66,065 | -0.17% | |
| Dgs Capital Management, Llc | 5.79% | 330,165 | $35,162,527 | $35,103,143 | -$59,384 | -0.17% | |
| Cetera Investment Advisers | 0.04% | 327,556 | $34,884,697 | $34,825,754 | -$58,943 | -0.17% | |
| Rockefeller Capital Management L.P. | 0.06% | 308,233 | $32,826,933 | $32,771,333 | -$55,600 | -0.17% | |
| Stifel Financial Corp | 0.03% | 298,813 | $31,823,990 | $31,769,798 | -$54,192 | -0.17% | |
| Rmr Wealth Builders | 2.47% | 294,637 | $31,378,811 | $31,325,806 | -$53,005 | -0.17% | |
| Willis Johnson & Associates, Inc. | 1.76% | 283,043 | $30,144,047 | $30,093,132 | -$50,915 | -0.17% | |
| Gross & Hartman Investments Llc | 15.32% | 276,655 | $29,463,800 | $29,413,960 | -$49,840 | -0.17% | |
| Modera Wealth Management, Llc | 0.35% | 275,400 | $29,330,055 | $29,280,528 | -$49,527 | -0.17% | |
| Ritholtz Wealth Management | 0.50% | 271,256 | $28,888,817 | $28,839,938 | -$48,879 | -0.17% | |
| Glenview Trust Co | 0.44% | 263,159 | $28,026,433 | $27,979,065 | -$47,368 | -0.17% |
Frequently asked questions about SUB
Who owns the most SUB stock?
The largest holders of SUB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES SHORT-TERM NATIONAL (SUB).
Is SUB widely held by superinvestors?
Many widely followed stocks like SUB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SUB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.