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Public ownership evidence

iShares iBonds Dec 2031 Term Treasury ETF (IBTL) Ownership Disclosures

Read IBTL 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

No matching purchases, sales or awards were returned in this 90-day public filing window.

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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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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20484,813$9,788,367None
Wealth Management Strategies, Inc.2026-06-302026-08-1819,960$402,992None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18396,107$7,989,042None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15748$15,102None
JPL Wealth Management, LLC2026-06-302026-08-154,230$85,404None
Modern Wealth Management, LLC2026-06-302026-08-1526,952$544,161None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-1556,771$1,146,206None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525,373$512,228None
JANE STREET GROUP, LLC2026-06-302026-08-1545,658$921,835None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,250$25,233None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,899$58,530None
Financial Engines Advisors L.L.C.2026-06-302026-08-1558,450$1,180,106None
National Philanthropic Trust2026-06-302026-08-1524,606$496,795None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15655,984$13,238,642None
Cerity Partners LLC2026-06-302026-08-1532,467$655,509None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1513,110$264,693None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1529,637$598,371None
ROYAL BANK OF CANADA2026-06-302026-08-152,647$53,000None
ROYAL BANK OF CANADA2026-06-302026-08-1529,127$588,000None
ROYAL BANK OF CANADA2026-06-302026-08-15221,575$4,474,000None
LOGAN CAPITAL MANAGEMENT INC2026-06-302026-08-15682$13,770None
CITADEL ADVISORS LLC2026-06-302026-08-1528,388$573,154None
NBH Bank2026-06-302026-08-15280$5,653None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1510,246$206,867None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15169,612$3,424,466None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1526,346$531,926None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1548,993$989,168None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15369,916$7,468,611None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,064,996$41,692,269None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15479,064$9,672,302None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15692,023$13,971,944None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15221,607$4,474,245None
EIGHT 31 FINANCIAL, LLC2026-06-302026-08-1468,555$1,384,126None
Whalen Wealth Management Inc.2026-06-302026-08-14201,860$4,075,555None
Visionary Wealth Advisors2026-06-302026-08-1424,834$501,399None
UBS Group AG2026-06-302026-08-14224,307$4,528,758None
Mariner, LLC2026-06-302026-08-1411,070$223,503None
Creative Planning2026-06-302026-08-1458,431$1,179,722None
Snowden Capital Advisors LLC2026-06-302026-08-14406,659$8,210,443None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1418,108$365,610None
L2 Asset Management, LLC2026-06-302026-08-1466,158$1,335,729None
MORGAN STANLEY2026-06-302026-08-14711,526$14,365,710None
MORGAN STANLEY2026-06-302026-08-141$25None
MORGAN STANLEY2026-06-302026-08-1419,321$390,091None
Smartleaf Asset Management LLC2026-06-302026-08-1372,236$1,461,695None
Integrated Wealth Concepts LLC2026-06-302026-08-13136,028$2,746,406None
Cetera Investment Advisers2026-06-302026-08-1382,940$1,674,544None
Compass Ion Advisors, LLC2026-06-302026-08-1326,181$528,595None
NewEdge Advisors, LLC2026-06-302026-08-13676,777$13,664,135None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13127,242$2,569,018None

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

MERCER GLOBAL ADVISORS INC /ADV ↗Wealth Management Strategies, Inc. ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Federation des caisses Desjardins du Quebec ↗JPL Wealth Management, LLC ↗Modern Wealth Management, LLC ↗SHELTON CAPITAL MANAGEMENT ↗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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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.