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

Latest Period

Q4 2025

Institutions Reporting

854

Shares (Excl. Options)

81,246,931

Price

$106.70

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Type / Class
Equity / iShares Short-Term National Muni Bond ETF
Symbol
SUB
Shares outstanding
80,547,391
Price per share
$106.50
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
81,246,931
Total reported value
$8,669,337,127
% of total 13F portfolios
0.03%
Share change
+3,173,556
Value change
+$338,547,771
Number of holders
854
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF is tracked under CUSIP 464288158.
  • 854 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 854 to 177 between Q4 2025 and Q1 2026.
  • Reported value moved from $8,669,337,127 to $507,700,369.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 854 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 464288158?
CUSIP 464288158 identifies SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of iSHARES TRUST - iShares Short-Term National Muni Bond ETF (SUB) based on Schedule 13D/G filings

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 Dec 2025, 854 institutional investors reported holding 81,246,931 shares of iSHARES TRUST - iShares Short-Term National Muni Bond ETF (SUB). This represents 101% of the company’s total 80,547,391 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - iShares Short-Term National Muni Bond ETF (SUB) together control 64% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MERCER GLOBAL ADVISORS INC /ADV 11% 8,489,274 +9.3% 1.4% $905,805,587
BANK OF AMERICA CORP /DE/ 10% 8,326,351 +11% 0.06% $888,421,582
MORGAN STANLEY 7% 5,673,861 -13% 0.04% $605,401,101
Bank of New York Mellon Corp 6.4% 5,146,635 -3.1% 0.1% $549,145,876
Creative Planning 3.5% 2,813,439 +2.2% 0.21% $300,193,913
SEI INVESTMENTS CO 3.5% 2,797,826 +1.6% 0.29% $298,528,060
ALLSTATE CORP 1.9% 1,547,744 +3158% 2.3% $165,144,285
CITIGROUP INC 1.7% 1,392,758 +12% 0.1% $148,607,232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.7% 1,388,345 +4.9% 0.09% $148,136,400
TIAA TRUST, NATIONAL ASSOCIATION 1.6% 1,287,347 -9.9% 0.33% $137,359,938
FRANKLIN RESOURCES INC 1.6% 1,270,079 +1.2% 0.03% $135,517,430
CAPTRUST FINANCIAL ADVISORS 1.6% 1,252,435 +2.3% 0.25% $133,634,789
UBS Group AG 1.5% 1,179,085 +5.8% 0.02% $125,808,370
LPL Financial LLC 1.3% 1,033,462 +11% 0.03% $110,270,444
AMERIPRISE FINANCIAL INC 1.3% 1,026,104 +0.61% 0.02% $109,553,443
Mariner, LLC 1.1% 873,911 +4.3% 0.11% $93,246,222
Robinhood Asset Management, LLC 0.95% 767,635 0% 6.5% $81,906,734
ENVESTNET ASSET MANAGEMENT INC 0.86% 694,485 +3.7% 0.02% $74,101,590
NISA INVESTMENT ADVISORS, LLC 0.84% 674,815 +5% 0.24% $72,002,761
Salomon & Ludwin, LLC 0.82% 663,262 +4.3% 6.3% $70,851,124
BANK OF MONTREAL /CAN/ 0.82% 662,627 +8.7% 0.03% $70,702,301
JPMORGAN CHASE & CO 0.8% 640,659 +0.93% 0% $68,358,333
COMMONWEALTH EQUITY SERVICES, LLC 0.76% 614,591 +0.8% 0.09% $65,576,827
Allworth Financial LP 0.75% 600,735 +1.6% 0.26% $64,098,468
Focus Partners Wealth 0.68% 547,619 +6.2% 0.07% $58,431,085

Institutional Holders of iSHARES TRUST - iShares Short-Term National Muni Bond ETF (SUB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,771,111 $507,700,369 +$1,222,492 $106.50 177
2025 Q4 81,246,931 $8,669,337,127 +$338,547,771 $106.70 854
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
2019 Q4 17,578,742 $1,877,029,836 +$190,440,227 $106.78 377
2019 Q3 15,275,137 $1,627,525,838 +$74,453,243 $106.54 306
2019 Q2 14,461,339 $1,540,851,804 +$72,384,612 $106.55 295
2019 Q1 13,720,235 $1,454,120,168 +$71,059,599 $106.00 295
2018 Q4 13,066,860 $1,377,277,166 +$320,435,939 $105.40 274
2018 Q3 9,579,867 $1,003,260,816 +$31,038,910 $104.73 228
2018 Q2 9,298,580 $976,512,488 +$6,468,744 $105.02 220
2018 Q1 9,206,372 $965,392,779 +$37,000,345 $104.88 212
2017 Q4 8,840,434 $927,108,652 +$24,986,808 $104.87 214
2017 Q3 8,471,260 $897,573,855 +$17,374,322 $105.97 184
2017 Q2 8,236,795 $871,396,366 +$32,743,082 $105.78 178
2017 Q1 7,886,843 $832,742,570 +$32,311,218 $105.59 179
2016 Q4 7,974,781 $837,976,943 +$200,624,487 $105.07 181
2016 Q3 5,991,049 $635,213,910 +$36,664,298 $105.99 155
2016 Q2 5,623,234 $596,981,152 -$11,252,503 $106.34 141
2016 Q1 5,700,250 $604,976,029 +$48,866,990 $106.14 146
2015 Q4 5,237,132 $554,891,847 +$82,103,162 $105.95 131
2015 Q3 4,467,851 $473,265,660 -$7,051,591 $105.93 125
2015 Q2 4,539,179 $479,655,238 +$16,715,792 $105.67 125
2015 Q1 4,382,196 $463,557,748 -$8,557,668 $105.82 126
2014 Q4 4,484,226 $474,976,645 +$1,588,588 $105.92 127
2014 Q3 4,352,651 $462,148,071 +$9,924,152 $106.18 113
2014 Q2 4,259,631 $452,588,350 +$40,872,328 $106.25 105
2014 Q1 3,874,520 $411,712,445 -$2,550,926 $106.25 100