Public ownership evidence

iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) Ownership Disclosures

Read IBMP 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 Dec 2027 Term Muni Bond 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
8,544
Value (USD)
$217,188
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 IBMP fundamentals

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

Read IBMP 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, LLC2026-06-302026-08-278,544$217,188None
Bullock Wealth Management Group2026-06-302026-08-202,016$51,105None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,841,644$46,814,593None
Beacon Pointe Advisors, LLC2026-06-302026-08-19138,170$3,512,290None
Glenview Trust Co2026-06-302026-08-191,131$28,750None
Glenview Trust Co2026-06-302026-08-1994,043$2,390,573None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18186,296$4,732,579None
Odyssey Group, LLC2026-06-302026-08-15141,199$3,589,284None
10Elms LLP2026-06-302026-08-1528,194$716,691None
Glen Eagle Advisors, LLC2026-06-302026-08-152,725$69,270None
Modern Wealth Management, LLC2026-06-302026-08-1522,941$583,160None
Envision Financial Planning, LLC2026-06-302026-08-1522,280$566,361None
OSAIC HOLDINGS, INC.2026-06-302026-08-1516,075$408,627None
OSAIC HOLDINGS, INC.2026-06-302026-08-1570,805$1,799,901None
Godshalk Welsh Capital Management, Inc.2026-06-302026-08-1545,000$1,143,900None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1511,783$299,524None
Financial Engines Advisors L.L.C.2026-06-302026-08-1545,725$1,162,330None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1515,032$382,113None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1588,899$2,259,816None
Ausdal Financial Partners, Inc.2026-06-302026-08-1511,203$284,784None
ROYAL BANK OF CANADA2026-06-302026-08-15118,304$3,007,000None
CITADEL ADVISORS LLC2026-06-302026-08-1512,473$317,064None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-15109,890$2,793,404None
Coastline Trust Co2026-06-302026-08-154,716$119,881None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15109,187$2,775,535None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1543,834$1,114,260None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15693,227$17,621,830None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15368,878$9,376,879None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15604,725$15,372,110None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,152,427$29,294,694None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15903,439$22,965,419None
SUMMITPOINT CAPITAL MANAGEMENT2026-06-302026-08-1446,777$1,189,080None
Sanctuary Advisors, LLC2026-06-302026-08-14120,344$3,059,146None
Rockefeller Capital Management L.P.2026-06-302026-08-147,550$191,921None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1442,554$1,081,735None
UBS Group AG2026-06-302026-08-14413,349$10,507,332None
Mariner, LLC2026-06-302026-08-1448,855$1,241,894None
Covington Investment Advisors Inc.2026-06-302026-08-14378,345$9,618,000None
Creative Planning2026-06-302026-08-1425,128$638,754None
Snowden Capital Advisors LLC2026-06-302026-08-1431,400$798,188None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1450,479$1,283,177None
Ameritas Investment Partners, Inc.2026-06-302026-08-146,248$158,830None
MORGAN STANLEY2026-06-302026-08-141$46None
MORGAN STANLEY2026-06-302026-08-14390,503$9,926,586None
FMR LLC2026-06-302026-08-144,823$122,601None
NorthCoast Asset Management LLC2026-06-302026-08-13107,271$2,726,851None
Integrated Wealth Concepts LLC2026-06-302026-08-13308,549$7,843,301None
Cetera Investment Advisers2026-06-302026-08-1385,265$2,167,445None
Baird Financial Group, Inc.2026-06-302026-08-13800$20,336None
Baird Financial Group, Inc.2026-06-302026-08-1336,740$933,931None

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

HORAN Wealth, LLC ↗Bullock Wealth Management Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Glenview Trust Co ↗Glenview Trust Co ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Odyssey Group, LLC ↗10Elms LLP ↗Glen Eagle Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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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