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Public ownership evidence

iShares Short-Term National Muni Bond ETF (SUB) Ownership Disclosures

Read SUB 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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Cornerstone Financial Management LLC2026-06-302026-08-291,090$116,052None
Cornerstone Financial Management LLC2026-03-312026-08-291,483$157,940None
Cornerstone Financial Management LLC2025-12-312026-08-291,483$158,236None
Corient Private Wealth LP2026-06-302026-08-2883,080$8,845,534None
Legacy Edge Advisors, LLC2025-09-302026-08-27189,075$20,189,429None
HORAN Wealth, LLC2026-06-302026-08-272,541$270,480None
Dakota Wealth Management2025-09-302026-08-27116,236$12,411,708None
Dakota Wealth Management2025-12-312026-08-27144,633$15,432,321None
Dakota Wealth Management2026-03-312026-08-27147,820$15,742,819None
Advus Financial Partners, LLC2026-06-302026-08-2619,515$2,077,762None
Advus Financial Partners, LLC2026-03-312026-08-2619,489$2,075,579None
Advus Financial Partners, LLC2025-12-312026-08-2618,075$1,928,603None
Advus Financial Partners, LLC2025-09-302026-08-2616,766$1,790,273None
Advus Financial Partners, LLC2025-06-302026-08-2617,462$1,856,909None
Advus Financial Partners, LLC2025-03-312026-08-2617,988$1,899,533None
Advus Financial Partners, LLC2024-12-312026-08-2617,856$1,883,451None
Advus Financial Partners, LLC2024-09-302026-08-2617,165$1,822,751None
Advus Financial Partners, LLC2024-06-302026-08-2616,186$1,692,246None
Advus Financial Partners, LLC2024-03-312026-08-2616,253$1,702,213None
Advus Financial Partners, LLC2023-12-312026-08-2613,296$1,401,785None
Advus Financial Partners, LLC2023-09-302026-08-2613,533$1,392,004None
Advus Financial Partners, LLC2023-06-302026-08-2617,706$1,842,172None
Advus Financial Partners, LLC2023-03-312026-08-2629,920$3,132,026None
Advus Financial Partners, LLC2022-12-312026-08-26136,555$14,238,590None
Advus Financial Partners, LLC2022-09-302026-08-264,209$432,096None
Advus Financial Partners, LLC2022-06-302026-08-262,515$263,245None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2622,794$2,432,097None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2659,096$6,291,951None
Strategic Financial Services, Inc.2026-06-302026-08-2511,713$1,247,083None
Kings Path Partners LLC2026-03-312026-08-2217,484$1,862,057None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-222,623$279,271None
Rehmann Capital Advisory Group2026-06-302026-08-2124,440$2,602,143None
Kingsview Wealth Management, LLC2026-06-302026-08-2015,139$1,611,805None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-203,335$355,113None
Field & Main Bank2026-06-302026-08-20376$40,033None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,432,746$1,110,774,481None
Beacon Pointe Advisors, LLC2026-06-302026-08-19343,233$36,544,032None
Capasso Planning Partners LLC2026-06-302026-08-192,797$297,756None
Glenview Trust Co2026-06-302026-08-19569$60,581None
Glenview Trust Co2026-06-302026-08-19285,358$30,382,066None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-193,411$363,130None
Sanchez Levi Garrett2026-06-302026-08-1838,400$4,088,448None
Legacy Edge Advisors, LLC2025-06-302026-08-18187,405$19,928,648None
Legacy Edge Advisors, LLC2025-03-312026-08-18177,234$18,715,910None
Legacy Edge Advisors, LLC2024-09-302026-08-18130,368$13,843,778None
Legacy Edge Advisors, LLC2024-06-302026-08-18124,220$12,987,201None
Legacy Edge Advisors, LLC2024-03-312026-08-18129,767$13,590,498None
Legacy Edge Advisors, LLC2024-12-312026-08-18174,386$18,397,723None
Legacy Edge Advisors, LLC2023-12-312026-08-18114,900$12,113,907None
Balanced Rock Investment Advisors LLC2026-06-302026-08-182,078$221,245None

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

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗HORAN Wealth, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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.