Public ownership evidence

iShares iBonds Dec 2030 Term Corporate ETF (IBDV) Ownership Disclosures

Read IBDV 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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Recent institutional filing receipts

iShares iBonds Dec 2030 Term Corporate ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
10,622
Value (USD)
$231,564
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 0001948780-26-000011
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 IBDV fundamentals

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

Read IBDV 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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Corient Private Wealth LP2026-06-302026-08-2810,622$231,564None
Bullock Wealth Management Group2026-06-302026-08-2069,266$1,502,716None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,081,902$132,585,469None
Beacon Pointe Advisors, LLC2026-06-302026-08-19196,779$4,289,794None
JDM Financial Group LLC2026-06-302026-08-193,079$67,123None
Glenview Trust Co2026-06-302026-08-1927,000$588,600None
Glenview Trust Co2026-06-302026-08-19479,320$10,449,176None
Corient Private Wealth LP2026-06-302026-08-1810,622$231,564None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18281,940$6,140,066None
Equitable Holdings, Inc.2026-06-302026-08-1840,210$876,580None
DEARBORN PARTNERS LLC2026-06-302026-08-1831,413$684,803None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15440$9,592None
10Elms LLP2026-06-302026-08-15143,793$3,134,682None
Modern Wealth Management, LLC2026-06-302026-08-15112,247$2,446,983None
Modern Wealth Management, LLC2026-06-302026-08-15487$10,616None
Mutual Advisors, LLC2026-06-302026-08-1517,594$383,549None
American Trust2026-06-302026-08-1517,291$376,944None
KINTRA WEALTH, LLC2026-06-302026-08-15136,150$2,948,328None
Stonebrook Private Inc.2026-06-302026-08-15153,239$3,340,617None
IFG Advisory, LLC2026-06-302026-08-1511,307$246,493None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,163$221,553None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,361$138,664None
OSAIC HOLDINGS, INC.2026-06-302026-08-1522,401$488,342None
OSAIC HOLDINGS, INC.2026-06-302026-08-15140,409$3,061,101None
Betterment LLC2026-06-302026-08-1511,754$256,000None
Godshalk Welsh Capital Management, Inc.2026-06-302026-08-15101,850$2,220,330None
JANE STREET GROUP, LLC2026-06-302026-08-15175,422$3,824,200None
OLD MISSION CAPITAL LLC2026-06-302026-08-1554,513$1,188,383None
Ancora Advisors LLC2026-06-302026-08-154,104$89,467None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15143$3,117None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15183$3,989None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1549$1,068None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15960$20,928None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1545$981None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1567$1,470None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15199$4,329None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15246$5,363None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1546$1,003None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1525$545None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15997$21,735None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,791$39,044None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158$174None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15104$2,267None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1580$1,738None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15119$2,594None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15147$3,205None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15111$2,420None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15470$10,246None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15654$14,257None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15375$8,175None

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

Corient Private Wealth LP ↗Bullock Wealth Management Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗JDM Financial Group LLC ↗Glenview Trust Co ↗Glenview Trust Co ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗

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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