Public ownership evidence

iShares iBonds Dec 2030 Term Treasury ETF (IBTK) Ownership Disclosures

Read IBTK 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 2030 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
2,861,909
Value (USD)
$55,921,702
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 IBTK fundamentals

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

Read IBTK 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 /ADV2026-06-302026-08-202,861,909$55,921,702None
Denver PWM, LLC2026-06-302026-08-19684,939$13,304,934None
Wealth Management Strategies, Inc.2026-06-302026-08-18686,872$13,421,477None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,341,750$26,197,674None
Equitable Holdings, Inc.2026-06-302026-08-1825,622$500,654None
JPL Wealth Management, LLC2026-06-302026-08-153,384$66,124None
Modern Wealth Management, LLC2026-06-302026-08-1526,874$525,118None
OSAIC HOLDINGS, INC.2026-06-302026-08-15105,280$2,057,201None
JANE STREET GROUP, LLC2026-06-302026-08-1525,783$503,800None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,293$25,270None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,999$58,591None
Element Wealth, LLC2026-06-302026-08-1514,558$284,463None
Financial Engines Advisors L.L.C.2026-06-302026-08-1596,566$1,886,900None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15709,148$13,850,919None
Cerity Partners LLC2026-06-302026-08-1534,509$674,306None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1514,894$291,024None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1529,283$572,190None
ROYAL BANK OF CANADA2026-06-302026-08-1513,159$257,000None
ROYAL BANK OF CANADA2026-06-302026-08-1534,650$677,000None
ROYAL BANK OF CANADA2026-06-302026-08-15448,805$8,770,000None
LOGAN CAPITAL MANAGEMENT INC2026-06-302026-08-15345$6,740None
CITADEL ADVISORS LLC2026-06-302026-08-1586,097$1,682,335None
NBH Bank2026-06-302026-08-153,134$61,238None
Larson Financial Group LLC2026-06-302026-08-1536$703None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1513,578$265,315None
World Investment Advisors2026-06-302026-08-1510,886$214,674None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1517,318$338,394None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15298,641$5,835,452None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15110,490$2,158,975None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,328,154$45,492,124None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15820,646$16,035,423None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,686,879$32,961,616None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15331,907$6,485,463None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,640$227,446None
EIGHT 31 FINANCIAL, LLC2026-06-302026-08-14517,756$10,116,953None
Visionary Wealth Advisors2026-06-302026-08-1416,572$323,817None
Sanctuary Advisors, LLC2026-06-302026-08-14157,609$3,079,678None
CreativeOne Wealth, LLC2026-06-302026-08-1410,037$196,122None
Rockefeller Capital Management L.P.2026-06-302026-08-142,567$50,175None
UBS Group AG2026-06-302026-08-14665,373$13,001,388None
Creative Planning2026-06-302026-08-1425,772$503,585None
Snowden Capital Advisors LLC2026-06-302026-08-14454,129$8,873,684None
United Community Bank2026-06-302026-08-148,005$156,418None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1427,347$534,369None
VANGUARD ADVISERS INC2026-06-302026-08-14404$7,894None
MORGAN STANLEY2026-06-302026-08-14483,014$9,438,094None
MORGAN STANLEY2026-06-302026-08-141$29None
Smartleaf Asset Management LLC2026-06-302026-08-131$20None
Heartland Bank & Trust Co2026-06-302026-08-1329,280$572,131None
Integrated Wealth Concepts LLC2026-06-302026-08-13190,234$3,717,197None

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

MERCER GLOBAL ADVISORS INC /ADV ↗Denver PWM, LLC ↗Wealth Management Strategies, Inc. ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗JPL Wealth Management, LLC ↗Modern Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗

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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