Public ownership evidence

iShares iBonds Dec 2033 Term Corporate ETF (IBDY) Ownership Disclosures

Read IBDY 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 2033 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
14,530
Value (USD)
$374,075
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 IBDY fundamentals

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

Read IBDY 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 LP2026-06-302026-08-2814,530$374,075None
Bullock Wealth Management Group2026-06-302026-08-208,327$213,262None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20128,946$3,319,716None
Beacon Pointe Advisors, LLC2026-06-302026-08-1925,385$653,526None
Glenview Trust Co2026-06-302026-08-19300$7,723None
Glenview Trust Co2026-06-302026-08-1957,588$1,482,603None
Corient Private Wealth LP2026-06-302026-08-1814,530$374,075None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1862,566$1,610,848None
DEARBORN PARTNERS LLC2026-06-302026-08-1811,795$303,662None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15270$6,951None
10Elms LLP2026-06-302026-08-1532,320$832,078None
Mutual Advisors, LLC2026-06-302026-08-159,720$250,241None
Envision Financial Planning, LLC2026-06-302026-08-15737,993$18,999,618None
Lifeworks Advisors, LLC2026-06-302026-08-1512,528$322,533None
Stonebrook Private Inc.2026-06-302026-08-1594,310$2,428,001None
OSAIC HOLDINGS, INC.2026-06-302026-08-15947$24,392None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,842$47,422None
OSAIC HOLDINGS, INC.2026-06-302026-08-1538,284$985,923None
JANE STREET GROUP, LLC2026-06-302026-08-1566,000$1,699,170None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15204,577$5,266,835None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15121$3,115None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1536$927None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1522$562None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15234$6,024None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1534$875None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1510$252None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-156$154None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15108$2,780None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15562$14,469None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15122$3,141None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1544$1,133None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15339$8,725None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15467$12,023None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15479$12,332None
HANCOCK WHITNEY CORP2026-06-302026-08-15233,605$6,014,162None
HANCOCK WHITNEY CORP2026-06-302026-08-15161$4,145None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1511,844$305,931None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15591$15,206None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15716,293$18,440,957None
ROYAL BANK OF CANADA2026-06-302026-08-15245$6,000None
ROYAL BANK OF CANADA2026-06-302026-08-153,894$100,000None
ROYAL BANK OF CANADA2026-06-302026-08-15368,346$9,483,000None
CITADEL ADVISORS LLC2026-06-302026-08-15187,684$4,831,925None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1549,874$1,284,007None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1512,060$310,485None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15298,683$7,689,595None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15439,730$11,320,843None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15526,497$13,554,657None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15153,312$3,947,013None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15906,047$23,326,180None

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 ↗Glenview Trust Co ↗Glenview Trust Co ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗DEARBORN PARTNERS LLC ↗MCGUIRE CAPITAL ADVISORS 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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