Stock ownership · SEC 13F · Q4 2025
ISHARES SHORT TERM NTNL
Who owns ISHARES SHORT TERM NTNL (CUSIP 464288158)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $58.4M
- Reported value
- 8
- Institutions
- 99%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ISHARES SHORT TERM NTNL ranks #212 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $58.4M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 8
- institutions hold it
- $58.4M
- reported 13F value
- 99%
- held by top 5
- #212
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ISHARES SHORT TERM NTNL ranks #212 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 464288158 · Q4 2025 $58M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #212/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 99% top-5
- PHOTO-FINISH SPDR SERIES TRUST
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: SPDR SERIES TRUST
Read with: Ownership concentration guide - ISHARES SHORT TERM NTNL's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ISHARES SHORT TERM NTNL
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ISHARES SHORT TERM NTNL position has risen from 3 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | DGS Capital Management, LLC | 337,218 | $36.0M | 61.6% |
| 2 | TD Capital Management LLC | 110,417 | $11.8M | 20.2% |
| 3 | MidFirst Bank | 72,984 | $7.8M | 13.3% |
| 4 | WLTH Capital Management, LLC | 17,167 | $1.8M | 3.2% |
| 5 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4,387 | $468K | 0.8% |
| 6 | BDFS Capital LLC | 2,789 | $298K | 0.5% |
| 7 | THRYVE WEALTH MANAGEMENT LLC | 2,210 | $236K | 0.4% |
| 8 | Strategic Investment Solutions, Inc. /IL | 355 | $38K | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ISHARES SHORT TERM NTNL's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (5)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ISHARES SHORT TERM NTNL: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($58.4M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.