13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
SUB

ISHARES SHORT-TERM NATIONAL

948 institutions still hold ISHARES SHORT-TERM NATIONAL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288158·Exchange Traded Fund·948 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.5%
vs prior quarter
13F value held
$5.6B
59.0% inst. owned
of float
Holders
948
+119 QoQ
filers reporting
Activity
+90 / −95
+767 added · −657 reduced
this quarter
Concentration
20.00%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

948 institutions reported SUB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 20.0% of the visible book. +119 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.1B10.5M0.08%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$979M9.2M1.45%Q1 202603
MORGAN STANLEY
CIK 0000895421
$630M5.9M0.04%Q1 202604
Bank of New York Mellon Corp
CIK 0001390777
$525M4.9M0.10%Q1 202605
UBS Group AG
CIK 0001610520
$310M2.9M0.05%Q1 202606
Creative Planning
CIK 0001540235
$309M2.9M0.21%Q1 202607
SEI INVESTMENTS CO
CIK 0000350894
$305M2.9M0.28%Q1 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$164M1.5M0.10%Q1 202609
CITIGROUP INC
CIK 0000831001
$155M1.5M0.07%Q1 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$138M1.3M0.24%Q1 202611
FRANKLIN RESOURCES INC
CIK 0000038777
$136M1.3M0.03%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$112M1.0M0.03%Q1 202613
ALLSTATE CORP
CIK 0000899051
$112M1.0M1.19%Q1 202614
LPL Financial LLC
CIK 0001403438
$110M1.0M0.03%Q1 202615
Mariner, LLC
CIK 0001373442
$94M884K0.11%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$92M861K0.02%Q1 202617
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$87M818K0.34%Q1 202618
Robinhood Asset Management, LLC
CIK 0002067588
$80M755K5.83%Q1 202619
Salomon & Ludwin, LLC
CIK 0001766156
$76M711K6.81%Q1 202620
NISA INVESTMENT ADVISORS, LLC
CIK 0000937615
$72M679K0.27%Q1 2026
Page 1 of 48
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