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Public ownership evidence

iShares iBonds Dec 2027 Term Treasury ETF (IBTH) Ownership Disclosures

Read IBTH 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 Form 4 activity

The Form 4 source is temporarily unavailable. Continue with the other disclosures below or open company fundamentals.

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90-day public availability window, up to 50 records.

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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Dakota Wealth Management2025-12-312026-08-279,335$209,758None
Dakota Wealth Management2026-03-312026-08-279,335$209,385None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,688,763$60,147,626None
Beacon Pointe Advisors, LLC2026-06-302026-08-1943,383$970,485None
Denver PWM, LLC2026-06-302026-08-19820,926$18,360,006None
Wealth Management Strategies, Inc.2024-12-312026-08-18351,174$7,794,907None
Wealth Management Strategies, Inc.2025-06-302026-08-18457,678$10,293,178None
Wealth Management Strategies, Inc.2026-06-302026-08-18564,719$12,632,757None
Pure Financial Advisors, LLC2026-06-302026-08-1827,980$625,913None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,569,360$35,095,933None
Equitable Holdings, Inc.2026-06-302026-08-1866,031$1,477,113None
Steelhead Wealth Management LLC2026-06-302026-08-1576,204$1,704,000None
SEI INVESTMENTS CO2026-06-302026-08-15121,375$2,715,159None
Modern Wealth Management, LLC2026-06-302026-08-1525,569$571,975None
Wick Capital Partners, LLC2026-06-302026-08-1531,494$704,521None
Foundations Investment Advisors, LLC2026-06-302026-08-1519,568$437,737None
IFG Advisory, LLC2026-06-302026-08-1510,536$235,681None
OSAIC HOLDINGS, INC.2026-06-302026-08-1540,618$908,625None
OSAIC HOLDINGS, INC.2026-06-302026-08-15599,352$13,411,575None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1543$962None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15241$5,391None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1545$1,007None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,776$39,707None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157$157None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15338$7,565None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,140$25,522None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,647$59,209None
Waverly Advisors, LLC2026-06-302026-08-159,252$206,967None
Element Wealth, LLC2026-06-302026-08-1531,617$707,272None
Black Maple Capital Management LP2026-06-302026-08-1520,000$447,400None
Financial Engines Advisors L.L.C.2026-06-302026-08-15335,892$7,513,894None
National Philanthropic Trust2026-06-302026-08-1522,261$497,979None
Thrivent Financial for Lutherans2026-06-302026-08-15479,002$10,715,000None
Thrivent Financial for Lutherans2026-06-302026-08-1580,194$1,794,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15325,758$7,279,651None
MAI Capital Management2026-06-302026-08-15135,043$3,020,904None
Old Mission Investment Co LLC2026-06-302026-08-1511,139$249,178None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1544,396$993,141None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1568,541$1,533,262None
Cerity Partners LLC2026-06-302026-08-1557,304$1,281,888None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1511,515$257,582None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1522,060$493,482None
ROYAL BANK OF CANADA2026-06-302026-08-1510,872$243,000None
ROYAL BANK OF CANADA2026-06-302026-08-1569,122$1,546,000None
ROYAL BANK OF CANADA2026-06-302026-08-15528,441$11,821,000None
NBH Bank2026-06-302026-08-152,747$61,450None
Larson Financial Group LLC2026-06-302026-08-1553$1,186None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1532,284$722,194None
World Investment Advisors2026-06-302026-08-1522,991$515,643None
DAVIS R M INC2026-06-302026-08-1511,497$257,188None

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

Dakota Wealth Management ↗Dakota Wealth Management ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Denver PWM, LLC ↗Wealth Management Strategies, Inc. ↗Wealth Management Strategies, Inc. ↗Wealth Management Strategies, Inc. ↗Pure Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL 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.