Public ownership evidence

iShares iBonds Dec 2026 Term Corporate ETF (IBDR) Ownership Disclosures

Read IBDR 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 iBonds Dec 2026 Term Corporate ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
HORAN Wealth, LLC
Report period
2026-06-30
Available
2026-08-27
Reported shares
32,266
Value (USD)
$781,817
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 0002072569-26-000007
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 IBDR fundamentals

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

Read IBDR 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.

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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.

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HORAN Wealth, LLC2026-06-302026-08-2732,266$781,817None
Bullock Wealth Management Group2026-06-302026-08-2034,142$824,872None
Kingsview Wealth Management, LLC2026-06-302026-08-2020,962$507,909None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,313,634$104,519,356None
Beacon Pointe Advisors, LLC2026-06-302026-08-19574,362$13,916,800None
JDM Financial Group LLC2026-06-302026-08-191,248$30,239None
Orion Capital Management LLC2026-06-302026-08-193,300$79,959None
Glenview Trust Co2026-06-302026-08-1934,085$825,879None
Glenview Trust Co2026-06-302026-08-19694,999$16,839,825None
Pure Financial Advisors, LLC2026-06-302026-08-1832,225$780,812None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18441,512$10,704,328None
Equitable Holdings, Inc.2026-06-302026-08-18155,842$3,776,062None
DEARBORN PARTNERS LLC2026-06-302026-08-1830,719$744,315None
10Elms LLP2026-06-302026-08-15203,963$4,942,019None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15511$12,382None
Modern Wealth Management, LLC2026-06-302026-08-15101,525$2,459,956None
Mutual Advisors, LLC2026-06-302026-08-1516,651$403,454None
Lifeworks Advisors, LLC2026-06-302026-08-1512,789$309,877None
American Trust2026-06-302026-08-1522,590$547,356None
KINTRA WEALTH, LLC2026-06-302026-08-1599,472$2,406,223None
Wick Capital Partners, LLC2026-06-302026-08-15457,123$11,076,090None
Stonebrook Private Inc.2026-06-302026-08-15138,259$3,350,026None
SYON CAPITAL LLC2026-06-302026-08-15150,764$3,653,012None
Foundations Investment Advisors, LLC2026-06-302026-08-1529,528$715,470None
IFG Advisory, LLC2026-06-302026-08-1579,012$1,914,454None
OSAIC HOLDINGS, INC.2026-06-302026-08-15300$7,263None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,592$377,794None
OSAIC HOLDINGS, INC.2026-06-302026-08-1543,190$1,046,498None
OSAIC HOLDINGS, INC.2026-06-302026-08-15291,507$7,063,443None
COOPER/HAIMS ADVISORS, LLC2026-06-302026-08-1512,706$307,866None
Godshalk Welsh Capital Management, Inc.2026-06-302026-08-1590,125$2,183,729None
JANE STREET GROUP, LLC2026-06-302026-08-15391,318$9,481,635None
HRT FINANCIAL LP2026-06-302026-08-1539,795$964,000None
Northwest Bancshares, Inc.2026-06-302026-08-1552,221$1,265,315None
Northwest Bancshares, Inc.2026-06-302026-08-15523$12,672None
OLD MISSION CAPITAL LLC2026-06-302026-08-1579,272$1,920,760None
GTS SECURITIES LLC2026-06-302026-08-1548,096$1,165,366None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15178,401$4,322,656None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1510,172$246,468None
Ancora Advisors LLC2026-06-302026-08-1514,663$355,294None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,941$47,021None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,240$54,275None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15212$5,140None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1569$1,672None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1550$1,212None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15105$2,544None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,220$53,791None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15152$3,688None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,862$69,346None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1575$1,811None

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

HORAN Wealth, LLC ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗JDM Financial Group LLC ↗Orion Capital Management LLC ↗Glenview Trust Co ↗Glenview Trust Co ↗Pure Financial Advisors, LLC ↗

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.

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