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Public ownership evidence

iShares National Muni Bond ETF (MUB) Ownership Disclosures

Read MUB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2911,880$1,252,635None
Corient Private Wealth LP2026-06-302026-08-28422,533$45,473,172None
Redwood Investment Management, LLC2024-12-312026-08-2818,938$2,018,000None
Redwood Investment Management, LLC2025-03-312026-08-2818,344$1,934,000None
Legacy Edge Advisors, LLC2025-09-302026-08-27200,615$21,363,491None
HORAN Wealth, LLC2026-06-302026-08-278,538$918,913None
Brown Financial Advisors2026-06-302026-08-2714,919$1,605,583None
Dakota Wealth Management2025-09-302026-08-27121,637$12,953,115None
Dakota Wealth Management2025-12-312026-08-27254,821$27,293,918None
Dakota Wealth Management2026-03-312026-08-27264,783$28,106,669None
Redwood Investment Management, LLC2025-06-302026-08-2721,543$2,251,000None
Redwood Investment Management, LLC2025-09-302026-08-2723,316$2,483,000None
Redwood Investment Management, LLC2025-12-312026-08-2724,477$2,622,000None
Advus Financial Partners, LLC2026-06-302026-08-2665,162$7,012,734None
Advus Financial Partners, LLC2026-03-312026-08-2665,402$6,942,422None
Advus Financial Partners, LLC2025-12-312026-08-2663,789$6,832,440None
Advus Financial Partners, LLC2025-09-302026-08-2660,849$6,479,810None
Advus Financial Partners, LLC2025-06-302026-08-2667,245$7,025,758None
Advus Financial Partners, LLC2025-03-312026-08-2670,726$7,457,349None
Advus Financial Partners, LLC2024-12-312026-08-2669,978$7,456,156None
Advus Financial Partners, LLC2024-09-302026-08-2661,851$6,718,874None
Advus Financial Partners, LLC2024-06-302026-08-2656,449$6,014,641None
Advus Financial Partners, LLC2024-03-312026-08-2656,050$6,030,980None
Advus Financial Partners, LLC2023-12-312026-08-2644,637$4,839,097None
Advus Financial Partners, LLC2023-09-302026-08-2644,489$4,561,902None
Advus Financial Partners, LLC2023-06-302026-08-2645,863$4,894,958None
Advus Financial Partners, LLC2023-03-312026-08-2644,269$4,769,542None
Advus Financial Partners, LLC2022-12-312026-08-2632,383$3,417,054None
Advus Financial Partners, LLC2022-09-302026-08-2625,395$2,605,019None
Advus Financial Partners, LLC2022-06-302026-08-2621,123$2,246,642None
Advus Financial Partners, LLC2022-03-312026-08-269,489$1,040,374None
Advus Financial Partners, LLC2021-09-302026-08-267,097$825,239None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2669,214$7,413,553None
Financial Insights, Inc.2026-06-302026-08-2618,241$1,963,096None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-263,456$371,935None
Bernard Wealth Management Corp.2026-06-302026-08-221,192$128,284None
Kings Path Partners LLC2026-03-312026-08-2221,697$2,303,145None
Forefront Wealth Partners, LLC2026-06-302026-08-2130,003$3,228,924None
Rehmann Capital Advisory Group2026-06-302026-08-2113,938$1,500,017None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-212,741$294,986None
Kingsview Wealth Management, LLC2026-06-302026-08-2066,258$7,130,658None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-202,051$217,714None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2011,459$1,216,373None
Archer Investment Corp2026-06-302026-08-20154$16,573None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20805$86,634None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2013,703$1,474,716None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,361,448$1,115,098,958None
Beacon Pointe Advisors, LLC2026-06-302026-08-19778,307$83,761,394None
JDM Financial Group LLC2026-06-302026-08-19356$38,313None
Capasso Planning Partners LLC2026-06-302026-08-1929,083$3,129,935None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Legacy Edge Advisors, LLC ↗HORAN Wealth, LLC ↗Brown Financial Advisors ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.