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

iShares Short-Term National Muni Bond ETF logo
$104.06 -0.18 (-0.17%)
As of 01:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$428.00M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$330.98M
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SUB Institutional Buying and Selling by Quarter

iShares Short-Term National Muni Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/28/2026Cornerstone Financial Management LLC1,090$116K0.1%-26.5%0.001%
8/22/2026Compass Financial Management LLC1,179$126K0.0%N/A0.001%
8/22/2026NBH Bank974$104K0.0%N/A0.001%
8/22/2026Rogco LP30,390$3.24M1.0%+1.4%0.028%
8/21/2026Continuum Advisory LLC12,188$1.30M0.1%+2.5%0.011%
8/12/2026Compass Financial Management LLC1,179$126K0.0%N/A0.001%
8/7/2026Trust Co. of Vermont3,440$366K0.0%N/A0.003%
7/9/2026Exchange Bank7,395$787K0.5%-28.6%0.007%
7/9/2026Valeo Financial Advisors LLC3,057$325K0.0%-6.5%0.003%
7/8/2026Strategic Investment Solutions Inc. IL1,976$211K0.0%+16.3%0.002%
7/7/2026GAMMA Investing LLC221,849$23.62M0.9%+23.6%0.208%
7/7/2026CoreCap Advisors LLC4,723$503K0.0%-5.7%0.004%
7/2/2026MassMutual Private Wealth & Trust FSB8,664$922K0.0%+1.3%0.008%
7/2/2026CX Institutional120,284$12.81M0.4%+4,425.4%0.113%
6/23/2026Ballast Advisors LLC2,949$314K0.1%-4.7%0.003%
6/3/2026Parallel Advisors LLC12,905$1.37M0.0%-8.0%0.012%
5/19/2026Arkadios Wealth Advisors8,228$876K0.0%+236.9%0.008%
5/18/2026EverSource Wealth Advisors LLC23,364$2.49M0.1%+36.4%0.022%
5/13/2026Godshalk Welsh Capital Management Inc.13,050$1.39M0.8%-6.5%0.012%
5/8/2026HORAN Wealth LLC5,062$540K0.1%+100.0%0.005%
5/7/2026Parallel Advisors LLC12,905$1.37M0.0%-8.0%0.012%
5/7/2026Koss Olinger Consulting LLC6,419$684K0.1%-11.9%0.006%
5/7/2026Vision Retirement LLC762$81K0.0%-56.5%0.001%
5/6/2026Zhang Financial LLC72,582$7.73M0.3%-2.2%0.069%
5/6/2026Gould Asset Management LLC CA9,770$1.04M0.2%+8.5%0.009%
5/5/2026Beaumont Financial Advisors LLC4,643$494K0.0%-13.8%0.004%
5/5/2026Bank of New York Mellon Corp4,932,802$525.34M0.1%-4.2%4.720%
5/5/2026Ethos Financial Group LLC12,437$1.32M0.1%+38.3%0.012%
5/4/2026Sfam LLC16,585$1.77M1.6%+2.4%0.016%
4/30/2026Isthmus Partners LLC3,472$370K0.0%N/A0.003%
4/29/2026O Domhnaill Enterprises Inc.40,132$4.27M3.4%+425.8%0.039%
4/28/2026Whittier Trust Co. of Nevada Inc.2,388$254K0.0%-31.5%0.002%
4/28/2026Whittier Trust Co.6,088$647K0.0%+61.7%0.006%
4/28/2026DGS Capital Management LLC330,165$35.16M5.8%-2.1%0.317%
4/28/2026Ascentis Independent Advisors10,038$1.07M0.1%N/A0.010%
4/25/2026Eagle Bay Advisors LLC4,180$445K0.4%+91.7%0.004%
4/24/2026Root Financial Partners LLC35,327$3.76M0.2%+18.8%0.034%
4/23/2026North Star Investment Management Corp.32,088$3.42M0.2%+30.3%0.031%
4/22/2026Hurlow Wealth Management Group Inc.3,217$343K0.1%+18.2%0.003%
4/22/2026Janney Montgomery Scott LLC122,001$12.99M0.0%+10.2%0.118%
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4/21/2026OLD Second National Bank of Aurora10,476$1.12M0.2%N/A0.010%
4/21/2026Waterway Wealth Management LLC100,733$10.73M2.0%+2.8%0.098%
4/21/2026Morton Brown Family Wealth LLC55,101$5.87M1.6%+2.4%0.053%
4/21/2026Foster & Motley Inc.3,648$389K0.0%-13.1%0.004%
4/16/2026First Community Trust NA2,240$239K0.2%-92.7%0.002%
4/15/2026Nations Financial Group Inc. IA ADV7,399$788K0.0%+9.7%0.007%
3/17/2026John A. Wolfe & Associates Inc.486,884$51.95M21.9%N/A0.485%
2/24/2026DGS Capital Management LLC337,218$35.98M6.2%+8.0%0.336%
2/23/2026Monetary Solutions Ltd510$54K0.1%N/A0.001%
2/18/2026NewEdge Advisors LLC82,048$8.76M0.0%+10.5%0.082%
2/17/2026O Domhnaill Enterprises Inc.7,632$814K0.8%N/A0.008%
2/17/2026Advisory Services Network LLC23,580$2.52M0.0%+26.1%0.023%
2/17/2026Captrust Financial Advisors1,252,435$133.64M0.3%+2.3%1.247%
2/17/2026Waterway Wealth Management LLC97,972$10.45M1.9%-9.4%0.098%
2/17/2026Gould Asset Management LLC CA9,005$961K0.2%+37.2%0.009%
2/16/2026Cornerstone Financial Management LLC1,483$158K0.1%N/A0.001%
2/13/2026C M Bidwell & Associates Ltd.9,262$988K0.5%+2.2%0.009%
2/13/2026Arkadios Wealth Advisors2,442$261K0.0%-5.0%0.002%
2/13/2026Integrated Wealth Concepts LLC32,959$3.52M0.0%-59.3%0.033%
2/12/2026Rossby Financial LCC365$39K0.0%-69.0%0.000%
2/12/2026Cloud Capital Management LLC4,628$492K0.2%N/A0.005%
2/12/2026Godshalk Welsh Capital Management Inc.13,950$1.49M0.9%+2.4%0.014%
2/12/2026Sfam LLC16,189$1.73M1.6%N/A0.016%
2/12/2026Zevin Asset Management LLC6,541$698K0.1%N/A0.007%
2/12/2026Brown Brothers Harriman & Co.234$25K0.0%N/A0.000%
2/11/2026Jessup Wealth Management Inc1,884$201K0.1%-54.4%0.002%
2/11/2026Janney Montgomery Scott LLC110,682$11.81M0.0%+21.0%0.110%
2/11/2026North Dallas Bank & Trust Co.34,761$3.71M2.4%N/A0.035%
2/11/2026TIAA Trust National Association1,287,347$137.36M0.3%-9.9%1.282%
2/11/2026JPMorgan Chase & Co.640,659$68.36M0.0%+0.9%0.638%
2/11/2026Parallel Advisors LLC14,020$1.50M0.0%+19.7%0.014%
2/10/2026Private Wealth Asset Management LLC2,806$299K0.0%-14.9%0.003%
2/10/2026Bank of New York Mellon Corp5,146,635$549.15M0.1%-3.1%5.126%
2/10/2026Root Financial Partners LLC29,743$3.17M0.2%+29.8%0.030%
2/10/2026One Capital Management LLC168,082$17.93M0.5%+5.9%0.167%
2/10/2026Ellevest Inc.159,210$16.99M2.3%+7.0%0.159%
2/10/2026Zhang Financial LLC74,231$7.92M0.3%+3.5%0.074%
2/10/2026Rothschild Investment LLC405$43K0.0%+13,400.0%0.000%
2/9/2026Steel Grove Capital Advisors LLC4,000$427K0.0%+13.0%0.004%
2/9/2026Diversified Portfolios Inc.46,929$5.01M0.4%-22.5%0.047%
2/9/2026Allstate Corp1,547,744$165.14M2.3%+3,158.4%1.542%
2/9/2026Fisher Asset Management LLC44,557$4.75M0.0%-6.6%0.044%
2/6/2026EverSource Wealth Advisors LLC17,132$1.83M0.1%+12.6%0.017%
2/6/2026Burling Wealth Partners LLC2,710$289K0.0%N/A0.003%
2/6/2026Cullen Frost Bankers Inc.4,472$477K0.0%+31.2%0.004%
2/6/2026Creative Financial Designs Inc. ADV7,606$812K0.1%-23.2%0.008%
2/6/2026Synergy Investment Management LLC5,332$569K0.2%+3.0%0.005%
2/5/2026TD Private Client Wealth LLC132,212$14.11M0.3%+26.8%0.132%
2/5/2026Evensky & Katz LLC19,465$2.08M0.1%+10.9%0.019%
2/5/2026RiverFront Investment Group LLC10,111$1.08M0.0%+9.1%0.010%
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2/5/2026Compass Financial Group Inc.7,336$783K0.3%+5.9%0.007%
2/5/20261620 Investment Advisors Inc.16,843$1.80M1.2%-2.0%0.017%
2/5/2026Western Wealth Management LLC3,098$331K0.0%+52.2%0.003%
2/4/2026Hirtle Callaghan & Co LLC20,547$2.19M0.1%+20.2%0.021%
2/4/2026Tsfg LLC4,217$450K0.1%+28.3%0.004%
2/4/2026Mascoma Wealth Management LLC309$33K0.0%-31.3%0.000%
2/4/2026Dynamic Wealth Strategies LLC10,341$1.10M0.7%-7.8%0.010%
2/3/2026Crestwood Advisors Group LLC508,002$54.20M0.9%+9.9%0.507%
1/30/2026North Star Investment Management Corp.24,630$2.63M0.2%+994.7%0.025%
1/30/2026Strategic Blueprint LLC12,646$1.35M0.1%-2.4%0.013%


SUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 199 institutional investors and hedge funds held shares of iShares Short-Term National Muni Bond ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($525.34M), Allstate Corp ($165.14M), TIAA Trust National Association ($137.36M), Captrust Financial Advisors ($133.64M), Ameriprise Financial Inc. ($108.60M), Nisa Investment Advisors LLC ($72.00M), and Salomon & Ludwin LLC ($70.85M).Learn more on iShares Short-Term National Muni Bond ETF's institutional investors.

Of the 167 institutional investors that purchased iShares Short-Term National Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($11.03M), TIAA Trust National Association ($1.67M), Allstate Corp ($1.53M), Bank of New York Mellon Corp ($982.98K), Nisa Investment Advisors LLC ($535.27K), John A. Wolfe & Associates Inc. ($486.88K), and Crestwood Advisors Group LLC ($478.44K).

Institutional investors have bought a total of 4,010,962 shares in the last 24 months. This purchase volume represents approximately $428.00M in transactions.

Of the 60 institutional investors that sold iShares Short-Term National Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($2.12M), Bank of New York Mellon Corp ($376.91K), Captrust Financial Advisors ($193.62K), Waterway Wealth Management LLC ($132.05K), Heartwood Wealth Advisors LLC ($84.00K), Integrated Wealth Concepts LLC ($48.01K), and First Community Trust NA ($28.63K).

Institutional investors have sold a total of 3,100,662 shares in the last 24 months. This volume of shares sold represents approximately $330.98M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SUB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/28/2026. New 13F filings are added each quarter as they're published.
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