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Who owns SUBWhat SUB owns — n/a

Who owns iShares Short-Term National Muni Bond ETF?

Institutional ownership of SUB from SEC Form 13F filings across 402 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

402

13F holders

$7.78B

value, 2026 filers

68.7%

of shares outstanding (73.9M sh)

51

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SUB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BANK OF AMERICA CORP /DE/10.8M$1.15B0.1%10.1%+2.9%
2MERCER GLOBAL ADVISORS INC /ADV10.4M$1.11B1.4%9.7%+13.3%
3MORGAN STANLEY5.6M$593.8M0.0%5.2%-5.7%
4Bank of New York Mellon Corp4.7M$505.3M0.1%4.4%-3.8%
5UBS Group AG3.1M$328.3M0.0%2.9%+5.8%
6Creative Planning3.0M$314.6M0.2%2.7%+1.7%
7SEI INVESTMENTS CO3.0M$314.2M0.3%2.7%+3.2%
8NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.6M$165.2M0.1%1.4%+0.6%
9CITIGROUP INC1.5M$163.1M0.1%1.4%+5.3%
10CAPTRUST FINANCIAL ADVISORS1.4M$147.9M0.2%1.3%+7.1%
11FRANKLIN RESOURCES INC1.2M$130.4M0.0%1.1%-4.4%
12AMERIPRISE FINANCIAL INC1.1M$121.3M0.0%1.1%+8.7%
13LPL Financial LLC1.0M$109.1M0.0%1%-1.2%
14GOLDMAN SACHS GROUP INC953,664$101.5M0.0%0.9%+135.8%
15ENVESTNET ASSET MANAGEMENT INC856,767$91.2M0.0%0.8%-0.5%
16Mariner, LLC850,660$90.6M0.1%0.8%-3.8%
17Focus Partners Wealth751,428$80.0M0.1%0.7%+26.6%
18RAYMOND JAMES FINANCIAL INC742,589$79.1M0.0%0.7%+17.1%
19NISA INVESTMENT ADVISORS, LLC675,290$71.9M0.2%0.6%-0.6%
20Merit Financial Group, LLC646,120$68.8M0.4%0.6%+167.5%
21BANK OF MONTREAL /CAN/624,527$66.5M0.0%0.6%-1.3%
22ROYAL BANK OF CANADA590,539$62.9M0.0%0.5%+0.5%
23JPMORGAN CHASE & CO567,623$60.4M0.0%0.5%-6.0%
24RITHOLTZ WEALTH MANAGEMENT534,426$56.9M0.8%0.5%+97.0%
25Allworth Financial LP528,122$56.2M0.2%0.5%-11.5%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.