Public ownership evidence

iShares iBonds Dec 2031 Term Corporate ETF (IBDW) Ownership Disclosures

Read IBDW 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 2031 Term Corporate ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Bullock Wealth Management Group
Report period
2026-06-30
Available
2026-08-20
Reported shares
71,524
Value (USD)
$1,483,415
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 0002067581-26-000001
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 IBDW fundamentals

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

Read IBDW 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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Bullock Wealth Management Group2026-06-302026-08-2071,524$1,483,415None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,890,508$39,398,184None
Beacon Pointe Advisors, LLC2026-06-302026-08-19164,663$3,431,574None
Glenview Trust Co2026-06-302026-08-197,085$147,651None
Glenview Trust Co2026-06-302026-08-19423,039$8,816,132None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18115,815$2,412,024None
DEARBORN PARTNERS LLC2026-06-302026-08-1814,122$294,302None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15450$9,378None
10Elms LLP2026-06-302026-08-15111,263$2,318,716None
Modern Wealth Management, LLC2026-06-302026-08-15121,696$2,536,146None
Modern Wealth Management, LLC2026-06-302026-08-15550$11,466None
Mutual Advisors, LLC2026-06-302026-08-1518,991$395,766None
Envision Financial Planning, LLC2026-06-302026-08-15641,798$13,375,074None
KINTRA WEALTH, LLC2026-06-302026-08-15125,217$2,588,227None
Stonebrook Private Inc.2026-06-302026-08-15117,475$2,448,189None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,021$250,518None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,823$121,344None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,741$77,962None
OSAIC HOLDINGS, INC.2026-06-302026-08-15246,592$5,139,098None
Betterment LLC2026-06-302026-08-1513,764$287,000None
Godshalk Welsh Capital Management, Inc.2026-06-302026-08-1568,550$1,428,582None
JANE STREET GROUP, LLC2026-06-302026-08-15532,424$11,095,716None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15108,227$2,255,451None
Ancora Advisors LLC2026-06-302026-08-151,195$24,904None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,600$33,346None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15149$3,105None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15890$18,548None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1547$979None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15157$3,275None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15273$5,689None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1549$1,021None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1514,844$309,349None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,286$26,800None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158$167None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15133$2,772None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15705$14,692None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15151$3,147None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1512,031$250,726None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,241$25,865None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1546$959None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15500$10,420None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15578$12,046None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,648$34,344None
HANCOCK WHITNEY CORP2026-06-302026-08-15294,967$6,147,112None
HANCOCK WHITNEY CORP2026-06-302026-08-15198$4,126None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15124,636$2,602,400None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15755$15,726None
AMERIPRISE FINANCIAL INC2026-06-302026-08-153,583$74,664None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,532,128$31,929,541None
ROYAL BANK OF CANADA2026-06-302026-08-15576$12,000None

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

Bullock Wealth Management Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Glenview Trust Co ↗Glenview Trust Co ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗DEARBORN PARTNERS LLC ↗MCGUIRE CAPITAL ADVISORS INC ↗10Elms LLP ↗Modern Wealth Management, LLC ↗

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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