iShares Trust - iShares Short-Term National Muni Bond ETF
US ˙ ARCA ˙ US4642881589

SecuritySUB / iShares Trust - iShares Short-Term National Muni Bond ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership13,042 shares
Latest Disclosed Value $ 1,388,973
IFP Advisors, Inc reports 5.44% increase in ownership of SUB / iShares Trust - iShares Short-Term National Muni Bond ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 13,042 shares of iShares Trust - iShares Short-Term National Muni Bond ETF (US:SUB) valued at $1,388,973 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 12,369 shares of iShares Trust - iShares Short-Term National Muni Bond ETF. This represents a change in shares of 5.44% during the quarter. The current value of the position is $1,387,799 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464288158 13,042 673 5.44 1,389 5.23 0.0288
2026-02-06 2025-12-31 13F ISHARES TR cs 464288158 12,369 2,168 21.25 1,320 21.12 0.0296
2026-02-06 2025-09-30 13F/A-1 ISHARES TR SHRT NAT MUN ETF cs 464288158 10,201 1,796 21.37 1,089 21.95 0.0283
2025-12-02 2025-09-30 13F ISHARES TR SHRT NAT MUN ETF cs 464288158 10,206 1,801 1,090 0.0281
2025-07-24 2025-06-30 13F I cs 464288158 8,405 592 7.58 894 8.24 0.0254
2025-05-05 2025-03-31 13F ISHARES TR cs 464288158 7,813 36 0.46 825 -3.96 0.0254
2025-02-04 2024-12-31 13F ISHARES TR cs 464288158 7,777 4,449 133.68 860 143.34 0.0282
2025-02-04 2024-09-30 13F ISHARES TR cs 464288158 3,328 -695 -17.28 354 -15.95 0.0127
2024-07-30 2024-06-30 13F ISHARES TR cs 464288158 4,023 -394 -8.92 421 -9.09 0.0167
2024-07-30 2024-03-31 13F ISHARES TR cs 464288158 4,417 -1,211 -21.52 463 -22.09 0.0203
2024-01-09 2023-12-31 13F ISHARES TR cs 464288158 5,628 -390 -6.48 593 -4.05 0.0280
2023-10-12 2023-09-30 13F ISHARES TR cs 464288158 6,018 -24,727 -80.43 619 -80.68 0.0278
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464288158 30,745 1,391 4.74 3,199 4.10 0.1338
2023-08-04 2023-06-30 13F ISHARES TR cs 464288158 30,745 1,391 3,218 0.1489
2023-04-18 2023-03-31 13F ISHARES TR cs 464288158 29,354 -47,727 -61.92 3,073 38,300.00 0.1337
2023-02-07 2022-12-31 13F ISHARES TR cs 464288158 77,081 15,549 25.27 8 -99.88 0.2157
2022-11-08 2022-09-30 13F ISHARES TR cs 464288158 61,532 4,182 7.29 6,442 7.26 0.1679
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464288158 57,350 0 0.00 6,006 0.00 0.1926
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464288158 57,350 31,016 117.78 6,006 112.53 0.1926
2022-08-08 2022-03-31 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 28,604 2,270 2,994 0.0611
2022-01-12 2021-12-31 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 26,334 640 2.49 2,826 2.21 0.0552
2021-10-06 2021-09-30 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 25,694 1,329 5.45 2,765 5.17 0.0553
2021-07-13 2021-06-30 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 24,365 3,179 15.01 2,629 15.11 0.0544
2021-04-30 2021-03-31 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 21,186 5,588 35.83 2,284 35.47 0.0444
2021-01-25 2020-12-31 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 15,598 14,213 1,026.21 1,686 1,024.00 0.0683
2020-10-29 2020-09-30 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 1,385 -5,977 -81.19 150 -81.13 0.0090
2020-08-05 2020-06-30 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 7,362 -4 -0.05 795 1.66 0.0630
2020-05-12 2020-03-31 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 7,366 148 2.05 782 1.56 0.0789
2020-01-17 2019-12-31 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 7,218 -38 -0.52 770 -0.52 0.0579
2019-11-07 2019-09-30 13F ISHARES TR SHRT NAT MUN ETF Stock 464288158 7,256 7,228 25,814.29 774 25,700.00 0.0519
2019-05-15 2019-03-31 13F ISHARES SHORT TERMNATIONAL MUNI BOND ETF ETF 464288158 28 -8,509 -99.67 3 -99.67 0.0004
2019-06-03 2018-12-31 13F/A-10 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 8,537 655 8.31 899 8.97 0.0548
2019-01-23 2018-12-31 13F ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 8,537 655 899 0.0548
2019-06-03 2018-09-30 13F/A-9 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 7,882 28 0.36 825 0.00 0.0336
2018-10-25 2018-09-30 13F ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 7,882 28 825 0.0336
2019-06-03 2018-06-30 13F/A-8 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 7,854 441 5.95 825 6.18 0.0347
2018-08-07 2018-06-30 13F ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 7,854 -170 825
2019-06-03 2018-03-31 13F/A-7 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,413 0 0.00 777 0.00 0.0352
2018-05-09 2018-03-31 13F ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD ETF 464288158 8,024 611 842
2019-06-03 2017-12-31 13F/A-6 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,413 29 0.39 777 -0.64 0.0352
2018-01-24 2017-12-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,413 29 777
2017-10-30 2017-09-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,384 -242 -3.17 782 -3.10 0.0311
2019-06-03 2017-06-30 13F/A-5 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,626 0 0.00 807 0.25 0.0342
2017-07-31 2017-06-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,626 0 807
2019-06-03 2017-03-31 13F/A-4 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,626 0 0.00 805 0.50 0.0351
2017-04-26 2017-03-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,626 0 805
2019-06-03 2016-12-31 13F/A-3 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,626 0 0.00 801 -0.87 0.0387
2017-02-14 2016-12-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,626 0 801
2016-11-04 2016-09-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,626 215 2.90 808 2.54 0.0420
2019-06-03 2016-06-30 13F/A-2 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,411 7,383 26,367.86 788 26,166.67 0.0440
2016-08-22 2016-06-30 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,411 7,383 788
2019-06-03 2016-03-31 13F/A-1 ISHARES SHORT TERMNATIONAL MUNI BOND ETF ETF 464288158 28 -7,655 -99.64 3 -99.63 0.0004
2016-05-02 2016-03-31 13F ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 7,588 -95 805
2016-02-11 2015-12-31 13F ISHARES SHORT-TERM NATIONAL AMT-FREE MUNI BOND ETF ETF 464288158 7,683 7,683 814 0.0546
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.