Latest Period
Q1 2026
Security Snapshot
iSHARES TRUST - iShares Short-Term National Muni Bond ETF (SUB) Institutional Ownership
CUSIP: 464288158
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
884
Shares (Excl. Options)
88,133,994
Price
$106.50
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / iShares Short-Term National Muni Bond ETF
- Symbol
- SUB
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 88,133,994
- Total 13F value
- $9,387,364,665
- Portfolio coverage rank
- 0.04%
- Share change
- +5,890,502
- Value change
- +$627,626,698
- Number of holders
- 884
- Shares outstanding
- 80,547,391
- SEC-reported price per share
- $106.26
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF is tracked under CUSIP 464288158.
- 884 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 860 to 884 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $8,703,383,057 to $9,387,364,665.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 884 institutions filings for Q1 2026.
Security key
464288158
Latest holder period
Q1 2026
13F holders
884
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464288158:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
SUB
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 5.2% | -20% | $456,426,853 | -$87,377,578 | 4,326,731 | -16% | Bank of New York Mellon Corp | 31 Mar 2025 |
As of 31 Mar 2026, 884 institutional investors reported holding 88,133,994 shares of iSHARES TRUST - iShares Short-Term National Muni Bond ETF (SUB). This represents 109% of the company’s total 80,547,391 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
69%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13% | 10,534,007 | +27% | 0.08% | $1,121,871,708 |
| MERCER GLOBAL ADVISORS INC /ADV | 11% | 9,196,615 | +8.3% | 1.4% | $979,439,517 |
| MORGAN STANLEY | 7.3% | 5,916,664 | +4.3% | 0.04% | $630,124,885 |
| Bank of New York Mellon Corp | 6.1% | 4,932,802 | -4.2% | 0.1% | $525,343,358 |
| UBS Group AG | 3.6% | 2,914,733 | +147% | 0.06% | $310,419,065 |
| Creative Planning | 3.6% | 2,904,852 | +3.2% | 0.21% | $309,366,717 |
| SEI INVESTMENTS CO | 3.6% | 2,860,129 | +2.2% | 0.28% | $304,605,770 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.9% | 1,542,535 | +11% | 0.1% | $164,279,993 |
| CITIGROUP INC | 1.8% | 1,453,960 | +4.4% | 0.1% | $154,846,748 |
| CAPTRUST FINANCIAL ADVISORS | 1.6% | 1,296,728 | +3.5% | 0.24% | $138,101,244 |
| FRANKLIN RESOURCES INC | 1.6% | 1,281,043 | +0.86% | 0.03% | $136,431,081 |
| AMERIPRISE FINANCIAL INC | 1.3% | 1,048,462 | +2.2% | 0.03% | $111,712,306 |
| ALLSTATE CORP | 1.3% | 1,047,584 | -32% | 1.2% | $111,567,696 |
| LPL Financial LLC | 1.3% | 1,037,196 | +0.36% | 0.03% | $110,461,318 |
| Mariner, LLC | 1.1% | 883,807 | +1.1% | 0.11% | $94,125,472 |
| ENVESTNET ASSET MANAGEMENT INC | 1.1% | 861,391 | +24% | 0.02% | $91,738,149 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1% | 817,913 | 0% | 0.33% | $87,107,734 |
| Robinhood Asset Management, LLC | 0.94% | 755,267 | -1.6% | 5.8% | $80,435,887 |
| Salomon & Ludwin, LLC | 0.88% | 711,088 | +7.2% | 6.8% | $76,307,180 |
| NISA INVESTMENT ADVISORS, LLC | 0.84% | 679,490 | +0.69% | 0.27% | $72,365,685 |
| RAYMOND JAMES FINANCIAL INC | 0.79% | 634,187 | +22% | 0.02% | $67,540,887 |
| BANK OF MONTREAL /CAN/ | 0.79% | 632,784 | -4.5% | 0.03% | $67,391,497 |
| JPMORGAN CHASE & CO | 0.75% | 603,574 | -5.8% | 0% | $64,256,536 |
| Allworth Financial LP | 0.74% | 596,499 | -0.71% | 0.26% | $63,527,147 |
| Focus Partners Wealth | 0.74% | 593,545 | +8.4% | 0.07% | $63,970,903 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 88,133,994 | $9,387,364,665 | +$627,626,698 | $106.50 | 884 |
| 2025 Q4 | 81,566,013 | $8,703,383,057 | +$336,959,329 | $106.70 | 860 |
| 2025 Q3 | 77,001,653 | $8,221,695,937 | -$509,148,442 | $106.78 | 834 |
| 2025 Q2 | 81,658,006 | $8,683,462,715 | +$872,273,114 | $106.34 | 849 |
| 2025 Q1 | 73,654,651 | $7,777,235,411 | +$120,384,529 | $105.60 | 835 |
| 2024 Q4 | 73,362,534 | $7,738,026,111 | +$136,839,917 | $105.48 | 834 |
| 2024 Q3 | 71,431,945 | $7,585,443,766 | -$61,248,297 | $106.19 | 764 |
| 2024 Q2 | 72,280,250 | $7,557,501,296 | -$89,324,122 | $104.55 | 759 |
| 2024 Q1 | 73,164,520 | $7,662,361,011 | -$235,668,019 | $104.73 | 760 |
| 2023 Q4 | 75,603,282 | $7,969,593,651 | +$137,466,983 | $105.43 | 788 |
| 2023 Q3 | 74,087,041 | $7,621,300,328 | -$592,617,902 | $102.86 | 756 |
| 2023 Q2 | 79,724,036 | $8,294,300,020 | -$173,301,723 | $104.04 | 755 |
| 2023 Q1 | 80,985,015 | $8,477,917,357 | -$530,382,982 | $104.68 | 760 |
| 2022 Q4 | 86,231,293 | $8,989,399,762 | +$1,863,065,701 | $104.27 | 781 |
| 2022 Q3 | 67,797,393 | $6,961,035,281 | +$394,853,071 | $102.66 | 711 |
| 2022 Q2 | 63,952,842 | $6,693,950,137 | +$976,645,074 | $104.67 | 687 |
| 2022 Q1 | 54,652,763 | $5,716,179,264 | +$1,214,604,673 | $104.60 | 620 |
| 2021 Q4 | 42,917,030 | $4,607,464,378 | +$548,047,275 | $107.37 | 603 |
| 2021 Q3 | 37,605,852 | $4,045,099,055 | +$741,312,539 | $107.57 | 523 |
| 2021 Q2 | 31,063,355 | $3,348,051,557 | +$435,012,945 | $107.82 | 507 |
| 2021 Q1 | 27,118,759 | $2,924,484,757 | +$329,368,266 | $107.82 | 509 |
| 2020 Q4 | 23,935,968 | $2,587,590,138 | +$81,808,025 | $108.11 | 477 |
| 2020 Q3 | 22,819,056 | $2,466,553,063 | +$261,082,043 | $108.10 | 425 |
| 2020 Q2 | 20,678,206 | $2,230,554,031 | +$157,761,507 | $107.86 | 403 |
| 2020 Q1 | 18,661,433 | $1,983,841,948 | +$163,314,627 | $106.30 | 373 |