Vault-13

ISHARES TR SUB

SHRT NAT MUN ETF · ETP · CUSIP 464288158

915 institutional holders +22 vs Q1 2026
90,069,09590.1m shares reported held*
$9.6bnreported value*
69 new 386 added 280 reduced 47 sold out net bought ≈ $332.7m (+3.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($73.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $106.58.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 718Q4 22: 789Q1 23: 764Q2 23: 759Q3 23: 758Q4 23: 793Q1 24: 765Q2 24: 766Q3 24: 769Q4 24: 841Q1 25: 843Q2 25: 858Q3 25: 840Q4 25: 868Q1 26: 893Q2 26: 915915Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022718
Q4 2022789
Q1 2023764
Q2 2023759
Q3 2023758
Q4 2023793
Q1 2024765
Q2 2024766
Q3 2024769
Q4 2024841
Q1 2025843
Q2 2025858
Q3 2025840
Q4 2025868
Q1 2026893
Q2 2026915

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 24: 351 bought or addedQ3 24: 339 cut or sold outQ4 24: 404 bought or addedQ4 24: 298 cut or sold outQ4 24Q1 25: 390 bought or addedQ1 25: 365 cut or sold outQ2 25: 431 bought or addedQ2 25: 339 cut or sold outQ2 25Q3 25: 416 bought or addedQ3 25: 319 cut or sold outQ4 25: 442 bought or addedQ4 25: 300 cut or sold outQ4 25Q1 26: 465 bought or addedQ1 26: 298 cut or sold outQ2 26: 455 bought or addedQ2 26: 327 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024351339
Q4 2024404298
Q1 2025390365
Q2 2025431339
Q3 2025416319
Q4 2025442300
Q1 2026465298
Q2 2026455327

Biggest buyers

MERCER GLOBAL ADVISORS INC /ADV Added +1,236,131+1.2m
GOLDMAN SACHS GROUP INC Added +549,221+549.2k
BANK OF AMERICA CORP /DE/ Added +303,864+303.9k
UBS Group AG Added +169,046+169.0k
Focus Partners Wealth Added +157,883+157.9k
Robinhood Asset Management, LLC Added +146,000+146.0k
BIP Wealth, LLC Added +143,717+143.7k
Abundance Wealth Counselors Added +139,220+139.2k
Cambridge Investment Research Advisors, Inc. Added +126,480+126.5k
CX Institutional Added +117,626+117.6k

Biggest sellers

ALLSTATE CORP Reduced -1,007,428-1.0m
MORGAN STANLEY Reduced -339,711-339.7k
Bank of New York Mellon Corp Reduced -187,113-187.1k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduced -161,757-161.8k
JANE STREET GROUP, LLC Sold out -96,390-96.4k
Private Advisor Group, LLC Reduced -73,955-74.0k
BAILARD, INC. Reduced -70,624-70.6k
Alaethes Wealth, LLC Sold out -69,878-69.9k
Allworth Financial LP Reduced -68,377-68.4k
FRANKLIN RESOURCES INC Reduced -56,023-56.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: Bank of New York Mellon Corp (4.8%, 2026-04-28)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 10,837,87110.8m $1.2bn $1.2bn 0.07% Added +303.9k +303,864
2 MERCER GLOBAL ADVISORS INC /ADV 1.37% of their portfolio DENVER, CO 10,432,74610.4m $1.1bn $1.1bn 1.37% Added +1.2m +1,236,131
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 5,576,9535.6m $593.8m $593.8m 0.03% Reduced -339.7k -339,711
4 Bank of New York Mellon Corp 0.08% of their portfolio NEW YORK, NY 4,745,6894.7m $505.3m $505.3m 0.08% Reduced -187.1k -187,113
5 UBS Group AG 0.05% of their portfolio ZURICH, V8 3,083,7793.1m $328.3m $328.3m 0.05% Added +169.0k +169,046
6 Creative Planning 0.18% of their portfolio OVERLAND PARK, KS 2,954,5553.0m $314.6m $314.6m 0.18% Added +49.7k +49,703
7 SEI INVESTMENTS CO 0.28% of their portfolio OAKS, PA 2,950,9543.0m $314.2m $314.2m 0.28% Added +90.8k +90,825
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 1,551,4441.6m $165.2m $165.2m 0.09% Added +8.9k +8,909
9 CITIGROUP INC 0.08% of their portfolio NEW YORK, NY 1,531,4451.5m $163.1m $163.1m 0.08% Added +77.5k +77,485
10 CAPTRUST FINANCIAL ADVISORS 0.23% of their portfolio RALEIGH, NC 1,388,6731.4m $147.9m $147.9m 0.23% Added +91.9k +91,945
11 FRANKLIN RESOURCES INC 0.03% of their portfolio San Mateo, CA 1,225,0201.2m $130.4m $130.4m 0.03% Reduced -56.0k -56,023
12 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,139,5101.1m $121.3m $121.3m 0.02% Added +91.0k +91,048
13 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,024,7791.0m $109.1m $109.1m 0.02% Reduced -12.4k -12,417
14 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 953,664953.7k $101.5m $101.5m 0.01% Added +549.2k +549,221
15 Robinhood Asset Management, LLC 5.13% of their portfolio MENLO PARK, CA 901,267901.3k $96.0m $96.0m 5.13% Added +146.0k +146,000
16 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 856,767856.8k $91.2m $91.2m 0.02% Reduced -4.6k -4,624
17 Mariner, LLC 0.10% of their portfolio Overland Park, KS 850,660850.7k $90.6m $90.6m 0.10% Reduced -33.1k -33,147
18 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.30% of their portfolio CHARLOTTE, NC 813,111813.1k $86.6m $86.6m 0.30% Reduced -4.8k -4,802
19 Focus Partners Wealth 0.08% of their portfolio ST LOUIS, MO 751,428751.4k $80.0m $80.0m 0.08% Added +157.9k +157,883
20 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 742,589742.6k $79.1m $79.1m 0.02% Added +108.4k +108,402
21 Salomon & Ludwin, LLC 6.36% of their portfolio RICHMOND, VA 726,711726.7k $77.3m $77.3m 6.36% Added +15.6k +15,623
22 NISA INVESTMENT ADVISORS, LLC 0.22% of their portfolio ST. LOUIS, MO 675,290675.3k $71.9m $71.9m 0.22% Reduced -4.2k -4,200
23 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 624,527624.5k $66.5m $66.5m 0.02% Reduced -8.3k -8,257
24 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 590,539590.5k $62.9m $62.9m 0.01% Added +3.2k +3,180
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 567,623567.6k $60.4m $60.4m 0.00% Reduced -36.0k -35,951
26 Heritage Investment Group, Inc. 7.89% of their portfolio POMPANO BEACH, FL 551,509551.5k $58.7m $58.7m 7.89% Added +10.5k +10,499
27 Allworth Financial LP 0.24% of their portfolio FOLSOM, CA 528,122528.1k $56.2m $56.2m 0.24% Reduced -68.4k -68,377
28 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 526,793526.8k $56.1m $56.1m 0.07% Reduced -13.3k -13,316
29 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 492,533492.5k $52.4m $52.4m 0.06% Reduced -25.7k -25,707
30 Truepoint, Inc. 1.02% of their portfolio CINCINNATI, OH 460,655460.7k $49.0m $49.0m 1.02% Added +11.9k +11,890
31 US BANCORP \DE\ 0.05% of their portfolio MINNEAPOLIS, MN 453,380453.4k $48.3m $48.3m 0.05% Reduced -23.4k -23,386
32 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 443,202443.2k $47.2m $47.2m 0.01% Reduced -513 -513
33 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 433,650433.6k $46.2m $46.2m 0.04% Added +12.4k +12,411
34 Orion Porfolio Solutions, LLC 0.34% of their portfolio OMAHA, NE 422,365422.4k $45.0m $45.0m 0.34% Added +55.5k +55,451
35 WIT, LLC 0.71% of their portfolio DISTRICT OF COLUMBIA, DC 418,588418.6k $44.6m $44.6m 0.71% Unchanged
36 Apella Capital, LLC 0.62% of their portfolio WEST HARTFORD, CT 415,416415.4k $44.2m $44.2m 0.62% Reduced -3.1k -3,060
37 Crestwood Advisors Group, LLC 0.63% of their portfolio BOSTON, MA 396,595396.6k $42.2m $42.2m 0.63% Reduced -37.5k -37,513
38 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 359,789359.8k $38.3m $38.3m 0.03% Added +61.0k +60,976
39 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 351,387351.4k $37.4m $37.4m 0.03% Added +23.8k +23,831
40 Beacon Pointe Advisors, LLC 0.17% of their portfolio NEWPORT BEACH, CA 343,233343.2k $36.5m $36.5m 0.17% Reduced -42.0k -41,982
41 TIAA Wealth Investment Management LLC 0.24% of their portfolio New York, NY 339,158339.2k $36.1m $36.1m 0.24% Reduced -48.4k -48,364
42 EP Wealth Advisors, LLC 0.14% of their portfolio TORRANCE, CA 338,887338.9k $36.1m $36.1m 0.14% Added +87.3k +87,259
43 CITIZENS FINANCIAL GROUP INC/RI 0.43% of their portfolio PROVIDENCE, RI 337,842337.8k $36.0m $36.0m 0.43% Added +78.5k +78,488
44 Merit Financial Group, LLC 0.21% of their portfolio ALPHARETTA, GA 323,060323.1k $34.4m $34.4m 0.21% Added +81.6k +81,554
45 RMR Wealth Builders 2.07% of their portfolio Montclair, NJ 313,220313.2k $33.3m $33.3m 2.07% Added +18.6k +18,583
46 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 310,995311.0k $33.1m $33.1m 0.05% Added +2.8k +2,762
47 Willis Johnson & Associates, Inc. 1.72% of their portfolio Houston, TX 290,740290.7k $31.0m $31.0m 1.72% Added +7.7k +7,697
48 Modera Wealth Management, LLC 0.33% of their portfolio WESTWOOD, NJ 288,254288.3k $30.7m $30.7m 0.33% Added +12.9k +12,854
49 Glenview Trust Co 0.42% of their portfolio Louisville, KY 285,927285.9k $30.4m $30.4m 0.42% Added +22.8k +22,768
50 Bear Mountain Capital, Inc. 8.69% of their portfolio SEATTLE, WA 282,429282.4k $30.0m $30.0m 8.69% Added +23.5k +23,471
51 Gross & Hartman Investments LLC 13.23% of their portfolio LEOLA, PA 281,424281.4k $30.0m $30.0m 13.23% Added +4.8k +4,769
52 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 278,430278.4k $29.6m $29.6m 0.03% Added +68.2k +68,173
53 CIBC Bancorp USA Inc. 0.04% of their portfolio CHICAGO, IL 276,817276.8k $29.3m $29.3m 0.04% Added +27.6k +27,627
54 CAHABA WEALTH MANAGEMENT, INC. 1.73% of their portfolio Atlanta, GA 270,064270.1k $28.8m $28.8m 1.73% Added +11.0k +10,954
55 RITHOLTZ WEALTH MANAGEMENT 0.42% of their portfolio NEW YORK, NY 267,213267.2k $28.5m $28.5m 0.42% Reduced -4.0k -4,043
56 Freestone Capital Holdings, LLC 0.74% of their portfolio Seattle, WA 265,422265.4k $28.3m $28.3m 0.74% Added +31.5k +31,518
57 Abundance Wealth Counselors 1.82% of their portfolio STATE COLLEGE, PA 263,074263.1k $28.0m $28.0m 1.82% Added +139.2k +139,220
58 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 255,556255.6k $27.2m $27.2m 0.01% Added +42.3k +42,258
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 254,562254.6k $26.6m $26.6m 0.04% Added +56.8k +56,750
60 LVW Advisors, LLC 2.34% of their portfolio PITTSFORD, NY 253,970254.0k $27.0m $27.0m 2.34% Added +23.6k +23,629
61 OLD NATIONAL BANCORP /IN/ 0.52% of their portfolio EVANSVILLE, IN 244,497244.5k $26.0m $26.0m 0.52% Reduced -17.9k -17,855
62 BIP Wealth, LLC 0.72% of their portfolio ATLANTA, GA 239,389239.4k $25.5m $25.5m 0.72% Added +143.7k +143,717
63 Safe Harbor Family Capital, LLC 16.71% of their portfolio CHAPEL HILL, NC 234,813234.8k $25.0m $25.0m 16.71% Added +3.5k +3,532
64 GAMMA Investing LLC 0.88% of their portfolio FOSTER CITY, CA 221,849221.8k $23.6m $23.6m 0.88% Added +42.3k +42,291
65 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 212,828212.8k $22.7m $22.7m 0.03% Added +126.5k +126,480
66 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 211,051211.1k $22.5m $22.5m 0.00% Reduced -161.8k -161,757
67 MATHER GROUP, LLC. 0.19% of their portfolio CHICAGO, IL 205,542205.5k $21.9m $21.9m 0.19% Added +7.8k +7,842
68 FIFTH THIRD BANCORP 0.04% of their portfolio CINCINNATI, OH 202,850202.8k $21.6m $21.6m 0.04% Reduced -28.5k -28,530
69 Legacy Edge Advisors, LLC 1.95% of their portfolio SYOSSET, NY 199,011199.0k $21.2m $21.2m 1.95% Added +3.1k +3,057
70 Ascent Group, LLC 0.61% of their portfolio VIRGINIA BEACH, VA 192,334192.3k $20.5m $20.5m 0.61% Added +4.5k +4,502
71 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.71% of their portfolio BOSTON, MA 189,853189.9k $20.2m $20.2m 0.71% Reduced -32.4k -32,420
72 Alesco Advisors, LLC, An ESL Co 0.46% of their portfolio Pittsford, NY 189,555189.6k $20.2m $20.2m 0.46% Added +15.7k +15,707
73 Carnegie Investment Counsel 0.39% of their portfolio PEPPER PIKE, OH 183,174183.2k $19.5m $19.5m 0.39% Reduced -7.4k -7,446
74 Members Trust Co 0.61% of their portfolio TAMPA, FL 182,646182.6k $19.4m $19.4m 0.61% Reduced -4.6k -4,622
75 Betterment LLC 0.03% of their portfolio NEW YORK, NY 182,548182.5k $19.4m $19.4m 0.03% Reduced -4.3k -4,287
76 ARKANSAS FINANCIAL GROUP, INC. 2.42% of their portfolio LITTLE ROCK, AR 174,286174.3k $18.6m $18.6m 2.42% Reduced -965 -965
77 One Capital Management, LLC 0.51% of their portfolio WESTLAKE VILLAGE, CA 171,415171.4k $18.3m $18.3m 0.51% Unchanged
78 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 169,073169.1k $18.0m $18.0m 0.03% Added +47.1k +47,072
79 BANK OF HAWAII 0.89% of their portfolio HONOLULU, HI 169,036169.0k $18.0m $18.0m 0.89% Added +22.7k +22,700
80 BROWN WEALTH MANAGEMENT, LLC 4.00% of their portfolio NAPERVILLE, IL 168,105168.1k $17.9m $17.9m 4.00% Added +12.7k +12,707
81 Ellevest, Inc. 2.09% of their portfolio NEW YORK, NY 166,205166.2k $17.7m $17.7m 2.09% Added +1.8k +1,771
82 TD PRIVATE CLIENT WEALTH LLC 0.31% of their portfolio NEW YORK, NY 159,941159.9k $17.0m $17.0m 0.31% Added +10.4k +10,419
83 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 154,022154.0k $16.4m $16.4m 0.03% Added +42.2k +42,186
84 FIRST NATIONAL BANK OF OMAHA 0.46% of their portfolio OMAHA, NE 152,477152.5k $16.2m $16.2m 0.46% Added +19.2k +19,246
85 Prime Capital Investment Advisors, LLC 0.16% of their portfolio OVERLAND PARK, KS 150,565150.6k $16.0m $16.0m 0.16% Added +3.6k +3,552
86 Dakota Wealth Management 0.30% of their portfolio PALM BEACH GARDENS, FL 149,771149.8k $15.9m $15.9m 0.30% Added +2.0k +1,951
87 ASSETMARK, INC 0.03% of their portfolio CONCORD, CA 148,456148.5k $15.8m $15.8m 0.03% Added +103.4k +103,378
88 PEAPACK GLADSTONE FINANCIAL CORP 0.18% of their portfolio BEDMINSTER, NJ 147,760147.8k $15.7m $15.7m 0.18% Added +2.7k +2,682
89 Wealthcare Advisory Partners LLC 0.30% of their portfolio WEST CHESTER, PA 146,517146.5k $15.6m $15.6m 0.30% Added +30.4k +30,413
90 Brookstone Capital Management 0.15% of their portfolio WHEATON, IL 144,483144.5k $15.4m $15.4m 0.15% Added +19.6k +19,641
91 BRANDYWINE OAK PRIVATE WEALTH LLC 1.15% of their portfolio Kennett Square, PA 141,844141.8k $15.1m $15.1m 1.15% Reduced -3.5k -3,506
92 Slow Capital, Inc. 1.74% of their portfolio GREENBRAE, CA 140,107140.1k $14.9m $14.9m 1.74% Reduced -1.2k -1,201
93 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.87% of their portfolio London, X0 134,998135.0k $14.4m $14.4m 0.87% Added +4.7k +4,694
94 Oak Harvest Investment Services 1.30% of their portfolio HOUSTON, TX 130,615130.6k $13.9m $13.9m 1.30% Added +6.6k +6,553
95 FLPUTNAM INVESTMENT MANAGEMENT CO 0.16% of their portfolio PORTLAND, ME 124,417124.4k $13.2m $13.2m 0.16% Added +3.5k +3,547
96 CX Institutional 0.37% of their portfolio AUBURN, IN 120,284120.3k $12.8m $12.8m 0.37% Added +117.6k +117,626
97 Quent Capital, LLC 0.78% of their portfolio NEW YORK, NY 119,828119.8k $12.8m $12.8m 0.78% Added +14.7k +14,722
98 Sequoia Financial Advisors, LLC 0.06% of their portfolio Akron, OH 118,563118.6k $12.6m $12.6m 0.06% Reduced -4.9k -4,910
99 M&T Bank Corp 0.04% of their portfolio BUFFALO, NY 117,953118.0k $12.6m $12.6m 0.04% Added +6.0k +6,004
100 Sanctuary Advisors, LLC 0.06% of their portfolio INDIANAPOLIS, IN 117,929117.9k $12.6m $12.6m 0.06% Added +17.3k +17,270