Public ownership evidence

iShares iBonds Dec 2027 Term Corporate ETF (IBDS) Ownership Disclosures

Read IBDS 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 2027 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
32,276
Value (USD)
$781,724
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 IBDS fundamentals

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

Read IBDS 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.

HORAN Wealth, LLC2026-06-302026-08-2732,276$781,724None
Dakota Wealth Management2025-09-302026-08-278,950$217,843None
Bullock Wealth Management Group2026-06-302026-08-2065,207$1,572,798None
Kingsview Wealth Management, LLC2026-06-302026-08-2017,674$428,064None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,566,800$134,827,892None
Beacon Pointe Advisors, LLC2026-06-302026-08-19499,403$12,095,550None
JDM Financial Group LLC2026-06-302026-08-191,362$32,988None
Orion Capital Management LLC2026-06-302026-08-193,300$79,926None
Glenview Trust Co2026-06-302026-08-1931,257$757,044None
Glenview Trust Co2026-06-302026-08-19723,620$17,526,076None
Pure Financial Advisors, LLC2026-06-302026-08-1830,206$731,589None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18365,074$8,833,847None
Equitable Holdings, Inc.2026-06-302026-08-1887,155$2,110,881None
DEARBORN PARTNERS LLC2026-06-302026-08-1828,431$688,593None
10Elms LLP2026-06-302026-08-15183,989$4,456,211None
Modern Wealth Management, LLC2026-06-302026-08-15102,219$2,475,747None
Mutual Advisors, LLC2026-06-302026-08-1515,778$382,132None
Talisman Wealth Advisors LLC2026-06-302026-08-158,836$214,006None
Lifeworks Advisors, LLC2026-06-302026-08-1516,325$395,392None
American Trust2026-06-302026-08-1522,553$546,234None
KINTRA WEALTH, LLC2026-06-302026-08-15100,127$2,420,073None
Wick Capital Partners, LLC2026-06-302026-08-151,021,785$24,747,628None
Stonebrook Private Inc.2026-06-302026-08-15137,983$3,341,939None
Foundations Investment Advisors, LLC2026-06-302026-08-1543,392$1,050,944None
IFG Advisory, LLC2026-06-302026-08-1586,968$2,106,363None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,193$174,220None
OSAIC HOLDINGS, INC.2026-06-302026-08-1548,635$1,177,936None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,680$476,650None
OSAIC HOLDINGS, INC.2026-06-302026-08-15126,130$3,055,047None
COOPER/HAIMS ADVISORS, LLC2026-06-302026-08-1510,729$259,856None
Betterment LLC2026-06-302026-08-1514,214$344,000None
Godshalk Welsh Capital Management, Inc.2026-06-302026-08-15126,585$3,065,889None
HRT FINANCIAL LP2026-06-302026-08-1523,624$572,000None
Northwest Bancshares, Inc.2026-06-302026-08-1527,558$667,455None
Northwest Bancshares, Inc.2026-06-302026-08-15417$10,100None
OLD MISSION CAPITAL LLC2026-06-302026-08-1575,182$1,820,908None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1526,249$635,751None
Ancora Advisors LLC2026-06-302026-08-1519,602$474,769None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15213$5,153None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15416$10,076None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1571$1,720None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15102$2,470None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1539$945None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15150$3,633None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,100$50,862None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15177$4,275None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15825$19,982None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,876$69,657None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15225$5,457None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15238$5,772None

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

HORAN Wealth, LLC ↗Dakota Wealth Management ↗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 ↗

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.