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Public ownership evidence

iShares iBonds Dec 2028 Term Treasury ETF (IBTI) Ownership Disclosures

Read IBTI 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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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,638,111$58,407,779None
Beacon Pointe Advisors, LLC2026-06-302026-08-1926,621$589,386None
Denver PWM, LLC2026-06-302026-08-19734,257$16,238,089None
Wealth Management Strategies, Inc.2024-12-312026-08-18317,678$6,958,295None
Wealth Management Strategies, Inc.2025-06-302026-08-18409,877$9,164,842None
Wealth Management Strategies, Inc.2026-06-302026-08-18506,332$11,210,182None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,264,630$27,981,282None
Equitable Holdings, Inc.2026-06-302026-08-1821,225$469,922None
Modern Wealth Management, LLC2026-06-302026-08-1526,845$594,339None
Foundations Investment Advisors, LLC2026-06-302026-08-1511,545$255,597None
IFG Advisory, LLC2026-06-302026-08-152,400$53,136None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,054$266,876None
OSAIC HOLDINGS, INC.2026-06-302026-08-15379,111$8,397,470None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,035$45,055None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,148$25,397None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,660$58,900None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,356$30,022None
Element Wealth, LLC2026-06-302026-08-1526,691$590,939None
Black Maple Capital Management LP2026-06-302026-08-1527,250$603,315None
Financial Engines Advisors L.L.C.2026-06-302026-08-15300,782$6,659,313None
Thrivent Financial for Lutherans2026-06-302026-08-15139,429$3,087,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-152,568$56,859None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15802,164$17,749,188None
MAI Capital Management2026-06-302026-08-1512,710$281,403None
Old Mission Investment Co LLC2026-06-302026-08-1513,696$303,232None
Cerity Partners LLC2026-06-302026-08-1551,775$1,146,301None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1511,656$258,062None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1524,865$550,511None
ROYAL BANK OF CANADA2026-06-302026-08-1512,991$288,000None
ROYAL BANK OF CANADA2026-06-302026-08-1532,209$713,000None
ROYAL BANK OF CANADA2026-06-302026-08-15496,384$10,990,000None
LOGAN CAPITAL MANAGEMENT INC2026-06-302026-08-15306$6,771None
CITADEL ADVISORS LLC2026-06-302026-08-1564,165$1,420,613None
NBH Bank2026-06-302026-08-152,773$61,394None
Larson Financial Group LLC2026-06-302026-08-1553$1,173None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1558,166$1,287,796None
World Investment Advisors2026-06-302026-08-159,632$214,635None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1557,366$1,270,083None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1520,178$446,740None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,313,198$29,074,193None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15489,083$10,828,298None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15935,658$20,715,463None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15978,500$21,663,990None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,554,319$34,412,623None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,502,811$33,272,229None
EIGHT 31 FINANCIAL, LLC2026-06-302026-08-14428,466$9,486,238None
SUMMITPOINT CAPITAL MANAGEMENT2026-06-302026-08-1458,837$1,302,644None
Visionary Wealth Advisors2026-06-302026-08-1410,921$241,802None
Sanctuary Advisors, LLC2026-06-302026-08-14157,821$3,494,158None
CreativeOne Wealth, LLC2026-06-302026-08-1417,409$385,446None

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

MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Denver PWM, LLC ↗Wealth Management Strategies, Inc. ↗Wealth Management Strategies, Inc. ↗Wealth Management Strategies, Inc. ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Modern Wealth Management, LLC ↗Foundations Investment Advisors, 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.