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-QUIET · BOOK-FULL

  • VALUE-MID #212/775
  • HOLDERS-FOCUS 8 filers
  • CONC-DOM 99% top-5
  • PHOTO-FINISH SPDR SERIES TRUST
  • ACTIVITY-QUIET 0 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.

VANGUARD SCOTTSDALE FDS · ne…$59MSPDR SERIES TRUST · near$59MISHARES SHORT TERM NTNL · th…$58MEXELIXIS · near$58MSPDR INDEX SHS FDS · near$58M
Aggregate reported institutional value ($)
Largest institutional holders of ISHARES SHORT TERM NTNL
  1. 1
    DGS Capital Management, LLC $36.0M
  2. 2
    TD Capital Management LLC $11.8M
  3. 3
    MidFirst Bank $7.8M
  4. 4
    WLTH Capital Management, LLC $1.8M
  5. 5
    TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC $468K
  6. 6
    BDFS Capital LLC $298K

Top 6 reported holders by value · Q4 2025

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.

0246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 8
Distinct 13F filers holding ISHARES SHORT TERM NTNL, by quarter

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:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold ISHARES SHORT TERM NTNL?▼
ISHARES SHORT TERM NTNL is held by 8 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does ISHARES SHORT TERM NTNL sit among tracked securities?▼
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. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ISHARES SHORT TERM NTNL?▼
Institutions report $58.4M of ISHARES SHORT TERM NTNL as of Q4 2025.
How concentrated is ownership of ISHARES SHORT TERM NTNL?▼
The top five institutional holders account for 99% of the reported institutional value in ISHARES SHORT TERM NTNL, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of ISHARES SHORT TERM NTNL?▼
DGS Capital Management, LLC is the largest reported holder of ISHARES SHORT TERM NTNL with $36.0M across 337,218 shares as of Q4 2025.

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).

SPDR SERIES TRUST $58.7M EXELIXIS INC $58.0M SPDR INDEX SHS FDS $57.9M VANGUARD SCOTTSDALE FDS $59.1M

Similar holder count

Nearest stocks by number of disclosing 13F holders (8 here).

AGILENT TECHNOLOGIES INC 8 ALIBABA GROUP HLDG LTD F 8 BIOGEN INC 8 BLOCK INC A 8

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 2026-09-26.