Public ownership evidence

iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) Ownership Disclosures

Read IBTJ 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 2029 Term Treasury ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
2,580,593
Value (USD)
$55,869,838
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 0000853758-26-000016
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 IBTJ fundamentals

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

Read IBTJ 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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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,580,593$55,869,838None
Beacon Pointe Advisors, LLC2026-06-302026-08-1917,538$379,705None
Denver PWM, LLC2026-06-302026-08-19685,352$14,786,473None
Wealth Management Strategies, Inc.2024-12-312026-08-1827,845$593,839None
Wealth Management Strategies, Inc.2025-06-302026-08-18369,443$8,098,195None
Wealth Management Strategies, Inc.2026-06-302026-08-18577,575$12,504,497None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,273,661$27,556,560None
Modern Wealth Management, LLC2026-06-302026-08-1524,234$524,666None
KINTRA WEALTH, LLC2026-06-302026-08-159,500$205,058None
Foundations Investment Advisors, LLC2026-06-302026-08-159,530$206,329None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,640$35,506None
OSAIC HOLDINGS, INC.2026-06-302026-08-15289,073$6,262,111None
JANE STREET GROUP, LLC2026-06-302026-08-1512,969$280,779None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1549,694$1,075,875None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,170$25,318None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,712$58,722None
Element Wealth, LLC2026-06-302026-08-1514,521$314,380None
Black Maple Capital Management LP2026-06-302026-08-1517,500$378,875None
Financial Engines Advisors L.L.C.2026-06-302026-08-15178,850$3,872,097None
Thrivent Financial for Lutherans2026-06-302026-08-1548,658$1,054,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-152,622$56,771None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,036,391$22,425,577None
Old Mission Investment Co LLC2026-06-302026-08-1513,082$283,223None
Cerity Partners LLC2026-06-302026-08-1542,790$926,393None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1511,901$257,664None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1532,450$702,543None
ROYAL BANK OF CANADA2026-06-302026-08-156,070$131,000None
ROYAL BANK OF CANADA2026-06-302026-08-1512,982$281,000None
ROYAL BANK OF CANADA2026-06-302026-08-15163,726$3,545,000None
NBH Bank2026-06-302026-08-152,835$61,378None
Larson Financial Group LLC2026-06-302026-08-1554$1,169None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1513,426$290,673None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1560,101$1,301,187None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1525,691$556,210None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,241,138$26,870,640None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15167,963$3,636,399None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15945,459$20,469,187None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15821,030$17,775,300None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,434,536$31,057,704None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,299,024$28,123,870None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1529,852$646,296None
EIGHT 31 FINANCIAL, LLC2026-06-302026-08-14436,563$9,451,589None
SUMMITPOINT CAPITAL MANAGEMENT2026-06-302026-08-1467,080$1,452,276None
Sanctuary Advisors, LLC2026-06-302026-08-14123,865$2,681,679None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,725$80,646None
UBS Group AG2026-06-302026-08-14937,678$20,300,729None
Creative Planning2026-06-302026-08-1426,768$579,527None
Portland Global Advisors LLC2026-06-302026-08-14178,937$3,873,986None
Snowden Capital Advisors LLC2026-06-302026-08-1443,558$943,040None
Baltimore-Washington Financial Advisors, Inc.2026-06-302026-08-14253,729$5,493,233None

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

MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Denver PWM, LLC ↗Wealth Management Strategies, Inc. ↗Wealth Management Strategies, Inc. ↗Wealth Management Strategies, Inc. ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Modern Wealth Management, LLC ↗KINTRA WEALTH, LLC ↗Foundations Investment Advisors, 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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