Public ownership evidence

iShares iBonds Oct 2027 Term TIPS ETF (IBID) Ownership Disclosures

Read IBID 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 Oct 2027 Term TIPS ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
11,484
Value (USD)
$301,330
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 0002085853-26-001042
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 IBID fundamentals

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

Read IBID 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.

Beacon Pointe Advisors, LLC2026-06-302026-08-1911,484$301,330None
IFG Advisory, LLC2026-06-302026-08-1516,925$444,112None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,309$244,268None
OSAIC HOLDINGS, INC.2026-06-302026-08-1571,753$1,882,753None
JANE STREET GROUP, LLC2026-06-302026-08-1552,708$1,383,058None
FLOW TRADERS U.S. LLC2026-06-302026-08-1532,093$842,000None
Cerity Partners LLC2026-06-302026-08-158,539$224,061None
Cerity Partners LLC2026-06-302026-08-159,011$236,443None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1572,071$1,891,143None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15494,020$12,963,076None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1546,056$1,208,509None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14876$22,981None
Creative Planning2026-06-302026-08-1432,499$852,770None
Integrated Wealth Concepts LLC2026-06-302026-08-131,352$35,476None
Tower Research Capital LLC (TRC)2026-06-302026-08-129,291$243,796None
Allworth Financial LP2026-06-302026-08-129,772$256,418None
Bradley & Co. Private Wealth Management, LLC2026-06-302026-08-1119,223$504,426None
Bradley & Co. Private Wealth Management, LLC2026-06-302026-08-113,632$95,303None
Addison Advisors LLC2026-06-302026-08-1160,275$1,581,616None
BlackRock, Inc.2026-06-302026-08-08171,192$4,492,078None
Quent Capital, LLC2026-06-302026-08-08400$10,496None
LPL Financial LLC2026-06-302026-08-08248,800$6,528,514None
Parallel Advisors, LLC2026-06-302026-08-061,152$30,228None
CENTRAL TRUST Co2026-06-302026-08-0124,999$655,974None
Asset Dedication, LLC2026-06-302026-07-312,683$70,402None
First National Trust Co2026-06-302026-07-319,515$249,673None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3013,334$349,882None
JIM SAULNIER & ASSOCIATES, LLC2026-06-302026-07-2915,126$396,909None
4Thought Financial Group Inc.2026-06-302026-07-2913,964$366,410None
Hartford Financial Management Inc.2026-06-302026-07-25480$126None
BARRETT & COMPANY, INC.2026-06-302026-07-251,000$26,240None
High Note Wealth, LLC2026-06-302026-07-2451,499$1,351,334None
ARK & TLK INVESTMENTS, LLC2026-06-302026-07-2117,299$453,920None
Farther Finance Advisors, LLC2026-06-302026-07-181,150$30,176None
DAVENPORT & Co LLC2026-06-302026-07-1438,778$1,017,541None

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

Beacon Pointe Advisors, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FLOW TRADERS U.S. LLC ↗Cerity Partners LLC ↗Cerity Partners LLC ↗GOLDMAN SACHS GROUP INC ↗RAYMOND JAMES FINANCIAL INC ↗

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.