Public ownership evidence

iShares Energy Storage & Materials ETF (IBAT) Ownership Disclosures

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

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Energy Storage & Materials ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
6,300
Value (USD)
$283,889
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IBAT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IBAT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

Scroll sideways to compare all columns. Select a heading to sort.

MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,300$283,889None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1542,725$1,925,274None
OSAIC HOLDINGS, INC.2026-06-302026-08-15247$11,129None
JANE STREET GROUP, LLC2026-06-302026-08-1566,431$2,993,500None
OLD MISSION CAPITAL LLC2026-06-302026-08-1543,473$1,958,971None
ROYAL BANK OF CANADA2026-06-302026-08-151,047$47,000None
ROYAL BANK OF CANADA2026-06-302026-08-159,047$408,000None
ROYAL BANK OF CANADA2026-06-302026-08-1520$1,000None
CITADEL ADVISORS LLC2026-06-302026-08-1518,112$816,159None
GUARDIAN CAPITAL LP2026-06-302026-08-1538,500$1,734,879None
Sanctuary Advisors, LLC2026-06-302026-08-1410,840$488,470None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1474,825$3,371,749None
UBS Group AG2026-06-302026-08-1457$2,569None
Manchester Capital Management LLC2026-06-302026-08-14520$23,433None
MORGAN STANLEY2026-06-302026-08-1495$4,281None
MORGAN STANLEY2026-06-302026-08-1412,651$570,077None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13550$24,784None
Advisory Alpha, LLC2026-06-302026-08-127,840$353,285None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-126,300$283,889None
N.E.W. Advisory Services LLC2026-06-302026-08-071,450$65,340None
Glassman Wealth Services2026-06-302026-08-066,396$288,215None
TD Waterhouse Canada Inc.2026-06-302026-07-2895,034$4,221,168None
Quaker Wealth Management, LLC2026-06-302026-07-2515$676None
LANARK FINANCIAL, INC.2026-06-302026-07-22249$11,220None
4WEALTH ADVISORS, INC.2026-06-302026-07-185,458$240,193None
LVW Advisors, LLC2026-06-302026-07-166,503$293,037None
Midwest Financial Partners Investments, Inc.2026-06-302026-07-1656,621$2,551,445None

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

MERCER GLOBAL ADVISORS INC /ADV ↗Federation des caisses Desjardins du Quebec ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗GUARDIAN CAPITAL LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.