iSHARES TRUST - iShares Short-Term National Muni Bond ETF (SUB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / iShares Short-Term National Muni Bond ETF
Symbol
SUB
Shares outstanding
80,547,391
Price per share
$106.70
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
76,664,829
Total reported value
$8,185,711,565
% of total 13F portfolios
0.03%
Share change
-4,798,787
Value change
-$512,287,536
Number of holders
829
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 30 Sep 2025, 829 institutional investors reported holding 76,664,829 shares of iSHARES TRUST - iShares Short-Term National Muni Bond ETF (SUB). This represents 95% 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 61% 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 9.6% 7,766,129 +13% 1.4% $829,267,274
BANK OF AMERICA CORP /DE/ 9.3% 7,529,774 +4.2% 0.06% $804,029,282
MORGAN STANLEY 8.1% 6,492,306 +1.9% 0.04% $693,248,569
Bank of New York Mellon Corp 6.6% 5,309,707 +2.2% 0.1% $566,970,523
SEI INVESTMENTS CO 3.4% 2,754,637 +2.3% 0.32% $294,140,010
Creative Planning 3.4% 2,753,494 +4.4% 0.22% $294,018,070
TIAA TRUST, NATIONAL ASSOCIATION 1.8% 1,429,055 -58% 0.37% $152,594,444
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.6% 1,322,898 +15% 0.09% $141,259,006
FRANKLIN RESOURCES INC 1.6% 1,255,629 +0.93% 0.03% $134,076,064
CITIGROUP INC 1.5% 1,242,853 -2.7% 0.09% $132,711,806
CAPTRUST FINANCIAL ADVISORS 1.5% 1,224,596 -14% 0.27% $130,762,379
UBS Group AG 1.4% 1,114,368 -1.4% 0.02% $118,992,215
AMERIPRISE FINANCIAL INC 1.3% 1,019,871 +3% 0.02% $108,597,848
LPL Financial LLC 1.2% 928,343 -4.3% 0.03% $99,128,566
Mariner, LLC 1% 837,819 +2.4% 0.12% $89,462,333
ENVESTNET ASSET MANAGEMENT INC 0.83% 669,413 -88% 0.02% $71,479,921
NISA INVESTMENT ADVISORS, LLC 0.8% 642,650 +221% 0.26% $68,622,167
Salomon & Ludwin, LLC 0.79% 635,915 +6.1% 6.1% $67,839,387
JPMORGAN CHASE & CO 0.79% 634,763 +1.1% 0% $67,780,059
BANK OF MONTREAL /CAN/ 0.76% 609,806 -0.59% 0.03% $65,115,085
COMMONWEALTH EQUITY SERVICES, LLC 0.76% 609,714 -8.9% 0.08% $65,105,000
Allworth Financial LP 0.73% 591,086 +1.1% 0.28% $63,116,171
US BANCORP \DE\ 0.67% 538,951 -1% 0.07% $57,549,189
ROYAL BANK OF CANADA 0.65% 521,663 -0.14% 0.01% $55,702,000
Focus Partners Wealth 0.64% 515,800 -0.52% 0.09% $55,077,221

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
2025 Q4 4,353,620 $464,590,478 +$21,668,654 $106.70 145
2025 Q3 76,664,829 $8,185,711,565 -$512,287,536 $106.78 829
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