Public ownership evidence

iShares iBonds Dec 2028 Term Corporate ETF (IBDT) Ownership Disclosures

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

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

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Step 1 of 3

Recent institutional filing receipts

iShares iBonds Dec 2028 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
30,863
Value (USD)
$779,294
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 IBDT fundamentals

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

Read IBDT 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, LLC2026-06-302026-08-2730,863$779,294None
Dakota Wealth Management2025-09-302026-08-279,400$239,888None
Dakota Wealth Management2025-12-312026-08-279,000$229,095None
Bullock Wealth Management Group2026-06-302026-08-2060,716$1,526,400None
Kingsview Wealth Management, LLC2026-06-302026-08-2012,266$309,717None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,532,094$139,685,372None
Beacon Pointe Advisors, LLC2026-06-302026-08-19380,094$9,597,374None
JDM Financial Group LLC2026-06-302026-08-191,303$32,901None
Glenview Trust Co2026-06-302026-08-199,360$236,340None
Glenview Trust Co2026-06-302026-08-19567,386$14,326,496None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18267,703$6,753,809None
Equitable Holdings, Inc.2026-06-302026-08-1870,773$1,787,027None
DEARBORN PARTNERS LLC2026-06-302026-08-1827,078$683,713None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15560$14,140None
10Elms LLP2026-06-302026-08-15195,400$4,933,857None
Modern Wealth Management, LLC2026-06-302026-08-1597,557$2,463,304None
Mutual Advisors, LLC2026-06-302026-08-1519,127$482,961None
American Trust2026-06-302026-08-1521,548$544,087None
KINTRA WEALTH, LLC2026-06-302026-08-15174,257$4,391,267None
Wick Capital Partners, LLC2026-06-302026-08-15223,896$5,653,374None
Stonebrook Private Inc.2026-06-302026-08-15132,496$3,345,525None
Foundations Investment Advisors, LLC2026-06-302026-08-1533,924$856,576None
IFG Advisory, LLC2026-06-302026-08-1580,005$2,020,142None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,391$186,625None
OSAIC HOLDINGS, INC.2026-06-302026-08-1557,442$1,450,406None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,533$316,458None
OSAIC HOLDINGS, INC.2026-06-302026-08-15150,426$3,798,448None
COOPER/HAIMS ADVISORS, LLC2026-06-302026-08-158,230$207,808None
Betterment LLC2026-06-302026-08-159,544$241,000None
Godshalk Welsh Capital Management, Inc.2026-06-302026-08-15144,850$3,657,463None
JANE STREET GROUP, LLC2026-06-302026-08-1553,843$1,359,536None
OLD MISSION CAPITAL LLC2026-06-302026-08-1550,118$1,265,479None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,077$330,194None
Ancora Advisors LLC2026-06-302026-08-1517,999$454,483None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15204$5,146None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15399$10,075None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1568$1,717None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1596$2,424None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15208$5,252None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,050$51,763None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1538$960None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15161$4,062None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,321$83,855None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15210$5,307None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15230$5,796None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15227$5,732None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1540$1,010None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1560$1,510None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15686$17,322None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15723$18,256None

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

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

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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.

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