Public ownership evidence

iShares iBonds Dec 2033 Term Treasury ETF (IBTO) Ownership Disclosures

Read IBTO 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 2033 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
156,446
Value (USD)
$3,775,288
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 IBTO fundamentals

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

Read IBTO 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.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Scroll sideways to compare all columns. Select a heading to sort.

MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20156,446$3,775,288None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18114,527$2,762,334None
SEI INVESTMENTS CO2026-06-302026-08-1597,575$2,354,641None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15626$15,107None
JPL Wealth Management, LLC2026-06-302026-08-1517,074$412,027None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,952$119,507None
JANE STREET GROUP, LLC2026-06-302026-08-1538,323$924,795None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,043$25,189None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,421$58,425None
Financial Engines Advisors L.L.C.2026-06-302026-08-1519,425$468,756None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15357,210$8,612,103None
Old Mission Investment Co LLC2026-06-302026-08-1512,320$297,301None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1521,988$530,616None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1547,789$1,153,225None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-159,552$230,511None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1517,826$430,170None
ROYAL BANK OF CANADA2026-06-302026-08-15719$17,000None
ROYAL BANK OF CANADA2026-06-302026-08-1565,359$1,577,000None
ROYAL BANK OF CANADA2026-06-302026-08-1568,151$1,645,000None
LOGAN CAPITAL MANAGEMENT INC2026-06-302026-08-15280$6,753None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-158,420$203,189None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1530,342$732,201None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1560,549$1,461,144None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15309,154$7,460,381None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1518,065$435,937None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1571,604$1,727,948None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1583,553$2,016,217None
Visionary Wealth Advisors2026-06-302026-08-1418,896$455,991None
Rockefeller Capital Management L.P.2026-06-302026-08-141,384$33,401None
UBS Group AG2026-06-302026-08-14179,532$4,332,466None
Snowden Capital Advisors LLC2026-06-302026-08-1485,027$2,051,838None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1415,219$367,259None
L2 Asset Management, LLC2026-06-302026-08-1455,364$1,336,024None
MORGAN STANLEY2026-06-302026-08-141$32None
MORGAN STANLEY2026-06-302026-08-141,053,282$25,417,380None
Integrated Wealth Concepts LLC2026-06-302026-08-1315,733$379,645None
Cetera Investment Advisers2026-06-302026-08-13414,307$9,997,877None
MCF Advisors LLC2026-06-302026-08-1377,997$2,008,030None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1316,862$406,907None
BOSTON FAMILY OFFICE LLC2026-06-302026-08-1370,359$1,698,000None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-134,543$109,630None
STIFEL FINANCIAL CORP2026-06-302026-08-1386$2,075None
STIFEL FINANCIAL CORP2026-06-302026-08-13124,584$3,006,409None
GLOBALT Investments LLC / GA2026-06-302026-08-122,365,635$57,086,555None
Atlantic Private Wealth, LLC2026-06-302026-08-123,008$72,593None
Stockman Wealth Management, Inc.2026-06-302026-08-1257,551$1,388,798None
Atlantic Union Bankshares Corp2026-06-302026-08-121,798,196$43,393,346None
Atlantic Union Bankshares Corp2026-06-302026-08-1215,290$368,972None
THOROUGHBRED FINANCIAL SERVICES, LLC2026-06-302026-08-1297,386$2,350,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12156,446$3,775,288None

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

MERCER GLOBAL ADVISORS INC /ADV ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗SEI INVESTMENTS CO ↗Federation des caisses Desjardins du Quebec ↗JPL Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗Financial Engines Advisors L.L.C. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.