BNY Mellon reports ~4.8% stake in iShares short-term muni ETF

The Bank of New York Mellon Corporation filed an amended Schedule 13G/A reporting beneficial ownership stakes in iShares Short-Term National Muni Bond ETF.

Rhea-AI Filing Summary

The Bank of New York Mellon Corporation filed an amended Schedule 13G/A reporting beneficial ownership stakes in iShares Short-Term National Muni Bond ETF. The cover shows holdings of 4,934,052 shares (4.8%) linked to Bank of New York Mellon Corp and 4,784,356 shares (4.7%) linked to BNY Mellon N.A., with signatures dated 04/28/2026.

The filing states the amounts of sole and shared voting and dispositive power for each reporting person and includes an exhibit reference for subsidiary identification. The filing disclaims that the reporting persons should be treated as beneficial owners under Sections 13(d) or 13(g).

Insights

Institutional Ownership Analyst

BNY Mellon reports passive holdings just under typical 5% reporting thresholds in a muni ETF.

BNY Mellon’s Schedule 13G/A lists precise voting and dispositive counts showing positions of 4,934,052 shares (4.8%) and 4,784,356 shares (4.7%) for two reporting entities. The filing follows passive-investor disclosure conventions for aggregated custodial/nominee holdings.

Cash‑flow treatment and intent are not stated; the filing includes an exhibit for subsidiary identification and a disclaimer about beneficial‑owner status. Subsequent amendments or exhibits would clarify which subsidiaries hold the assets and any change in passive/active intent.

Key Figures

Shares reported (BNY Mellon Corp): 4,934,052 shares Percent of class (BNY Mellon Corp): 4.8% Shares reported (BNY Mellon N.A.): 4,784,356 shares +4 more

7 metrics

Shares reported (BNY Mellon Corp) 4,934,052 shares cover page totals tied to Bank of New York Mellon Corp

Percent of class (BNY Mellon Corp) 4.8% percent of class reported on cover page

Shares reported (BNY Mellon N.A.) 4,784,356 shares cover page totals tied to BNY MELLON N.A.

Percent of class (BNY Mellon N.A.) 4.7% percent of class reported on cover page

Sole voting power (example) 4,829,798 shares sole voting power listed for one reporting person

Sole dispositive power (example) 4,775,546 shares sole dispositive power listed for one reporting person

Signature date 04/28/2026 date signatures were provided on the amendment

Key Terms

Schedule 13G/A, beneficially owned, sole dispositive power, shared voting power

4 terms

Schedule 13G/A regulatory

"Item 2. | (a) | Name of person filing: The Bank of New York Mellon Corporation"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned regulatory

"Item 4. | Ownership (a) | Amount beneficially owned: See Item 5 through 9"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole dispositive power financial

"7 | Sole Dispositive Power 4,775,546.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

shared voting power financial

"6 | Shared Voting Power 89,116.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does BNY Mellon report in iShares Short-Term National Muni Bond ETF (BK)?

BNY Mellon reports holdings of 4,934,052 shares (4.8%) and 4,784,356 shares (4.7%). These figures appear on the cover as voting and dispositive power totals linked to two reporting entities with signatures dated 04/28/2026.

Does the Schedule 13G/A indicate BNY Mellon is the beneficial owner?

No. The filing explicitly disclaims that the reporting persons should be construed as beneficial owners under Sections 13(d) or 13(g). It instead reports custodial voting and dispositive counts and references an exhibit for subsidiary identification.

What voting and dispositive powers are reported for these holdings?

The filing lists sole and shared voting and dispositive power counts, including sole voting power 4,829,798 and sole dispositive power 4,775,546 for one reporting person. Detailed per‑line counts are on the cover pages referenced in Item 4.

When was the amendment signed and filed?

The amendment is signed by an Attorney‑in‑Fact, Andrew Weiser, with signature dates of 04/28/2026. The cover also shows a date related to the issuer line as 03/31/2026 on the cover page.

Does the filing indicate active plans to buy or sell ETF shares?

No. The Schedule 13G/A format and the disclaimer indicate a passive reporting posture. The filing does not state any purchase or sale plans, and cash‑flow treatment is not provided in the excerpt.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 04/28/2026 - 02:40 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 6)

iSHARES TRUST

(Name of Issuer)

iShares Short-Term National Muni Bond ETF

(Title of Class of Securities)

464288158

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 464288158

1

Names of Reporting Persons

Bank of New York Mellon Corp

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,829,798.00
6	Shared Voting Power 89,116.00
7	Sole Dispositive Power 4,775,546.00
8	Shared Dispositive Power 157,256.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,934,052.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.8 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP Number(s): 464288158

1

Names of Reporting Persons

BNY MELLON N.A.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NEW YORK

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 4,682,889.00
6	Shared Voting Power 89,116.00
7	Sole Dispositive Power 4,626,450.00
8	Shared Dispositive Power 156,656.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,784,356.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.7 %

12

Type of Reporting Person (See Instructions)

BK

SCHEDULE 13G

Item 1.
(a)	Name of issuer: iSHARES TRUST
(b)	Address of issuer's principal executive offices: 400 HOWARD STREET, SAN FRANCISCO, CALIFORNIA, 94105.
Item 2.
(a)	Name of person filing: The Bank of New York Mellon Corporation
(b)	Address or principal business office or, if none, residence: 240 Greenwich Street New York, New York 10286
(c)	Citizenship: See cover page
(d)	Title of class of securities: iShares Short-Term National Muni Bond ETF
(e)	CUSIP No.: 464288158
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See Item 5 through 9 and 11 of cover page(s) as to each reporting person. The filing of this Schedule 13G shall not be construed as an admission that The Bank of New York Mellon Corporation, or its direct or indirect subsidiaries, including The Bank of New York Mellon and BNY Mellon, National Association, are for the purposes of Section 13(d) or 13(g) of the Act, the beneficial owners of any securities covered by this Schedule 13G.
(b)	Percent of class: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
	(ii) Shared power to vote or to direct the vote: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
	(iii) Sole power to dispose or to direct the disposition of: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
	(iv) Shared power to dispose or to direct the disposition of: See Item 5 through 9 and 11 of cover page(s) as to each reporting person.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Exhibit I.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Bank of New York Mellon Corp

Signature:	Andrew Weiser
Name/Title:	Attorney-In-Fact
Date:	04/28/2026

BNY MELLON N.A.

Signature:	Andrew Weiser
Name/Title:	Attorney-In-Fact
Date:	04/28/2026