Latest Period
Q2 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 Q2 2026
Institutions Reporting
916
Shares (Excl. Options)
90,808,157
Price
$106.47
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- Security type / class
- Equity / iShares Short-Term National Muni Bond ETF
- Symbol
- SUB
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 90,808,157
- Total 13F value
- $9,667,387,111
- Portfolio coverage rank
- 0.03%
- Share change
- +3,002,233
- Value change
- +$319,483,469
- Number of holders
- 916
- Shares outstanding
- 80,547,391
- SEC-reported price per share
- $106.29
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.
- 916 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 893 to 916 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $9,404,585,317 to $9,667,387,111.
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 916 institutions filings for Q2 2026.
Security key
464288158
Latest holder period
Q2 2026
13F holders
916
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 30 Jun 2026, 916 institutional investors reported holding 90,808,157 shares of iSHARES TRUST - iShares Short-Term National Muni Bond ETF (SUB). This represents 113% 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
71%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13% | 10,837,871 | +2.9% | 0.07% | $1,153,908,037 |
| MERCER GLOBAL ADVISORS INC /ADV | 13% | 10,432,746 | +13% | 1.4% | $1,110,774,481 |
| MORGAN STANLEY | 6.9% | 5,576,953 | -5.7% | 0.03% | $593,778,335 |
| Bank of New York Mellon Corp | 5.9% | 4,745,689 | -3.8% | 0.08% | $505,273,483 |
| UBS Group AG | 3.8% | 3,083,779 | +5.8% | 0.05% | $328,329,950 |
| Creative Planning | 3.7% | 2,954,555 | +1.7% | 0.18% | $314,571,453 |
| SEI INVESTMENTS CO | 3.7% | 2,950,954 | +3.2% | 0.28% | $314,188,780 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.9% | 1,551,444 | +0.58% | 0.09% | $165,182,129 |
| CITIGROUP INC | 1.9% | 1,531,445 | +5.3% | 0.08% | $163,052,918 |
| CAPTRUST FINANCIAL ADVISORS | 1.7% | 1,388,673 | +7.1% | 0.23% | $147,852,039 |
| FRANKLIN RESOURCES INC | 1.5% | 1,225,020 | -4.4% | 0.03% | $130,427,880 |
| AMERIPRISE FINANCIAL INC | 1.4% | 1,139,510 | +8.7% | 0.02% | $121,281,469 |
| LPL Financial LLC | 1.3% | 1,024,779 | -1.2% | 0.02% | $109,108,217 |
| GOLDMAN SACHS GROUP INC | 1.2% | 953,664 | +136% | 0.01% | $101,536,594 |
| Robinhood Asset Management, LLC | 1.1% | 901,267 | +19% | 5.1% | $95,957,914 |
| ENVESTNET ASSET MANAGEMENT INC | 1.1% | 856,767 | -0.54% | 0.02% | $91,217,133 |
| Mariner, LLC | 1.1% | 850,660 | -3.8% | 0.1% | $90,569,782 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1% | 813,111 | -0.59% | 0.3% | $86,571,928 |
| Focus Partners Wealth | 0.93% | 751,428 | +27% | 0.08% | $80,004,621 |
| RAYMOND JAMES FINANCIAL INC | 0.92% | 742,589 | +17% | 0.02% | $79,063,431 |
| Salomon & Ludwin, LLC | 0.9% | 726,711 | +2.2% | 6.4% | $77,317,749 |
| NISA INVESTMENT ADVISORS, LLC | 0.84% | 675,290 | -0.62% | 0.22% | $71,898,126 |
| BANK OF MONTREAL /CAN/ | 0.78% | 624,527 | -1.3% | 0.02% | $66,493,390 |
| ROYAL BANK OF CANADA | 0.73% | 590,539 | +0.54% | 0.01% | $62,874,000 |
| JPMORGAN CHASE & CO | 0.7% | 567,623 | -6% | 0% | $60,446,287 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 90,808,157 | $9,667,387,111 | +$319,483,469 | $106.47 | 916 |
| 2026 Q1 | 88,295,688 | $9,404,585,317 | +$627,606,561 | $106.50 | 893 |
| 2025 Q4 | 81,567,948 | $8,703,589,522 | +$336,959,329 | $106.70 | 861 |
| 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 |