Public ownership evidence

iShares iBonds Dec 2034 Term Treasury ETF (IBTP) Ownership Disclosures

Read IBTP 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 institutional filing receipts

iShares iBonds Dec 2034 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
148,450
Value (USD)
$3,768,389
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 IBTP fundamentals

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

Read IBTP 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 /ADV2026-06-302026-08-20148,450$3,768,389None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18108,728$2,759,261None
Equitable Holdings, Inc.2026-06-302026-08-1820,802$528,057None
DEARBORN PARTNERS LLC2026-06-302026-08-1811,682$304,316None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,839$72,053None
JANE STREET GROUP, LLC2026-06-302026-08-1523,805$604,288None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15993$25,212None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,302$58,459None
Waverly Advisors, LLC2026-06-302026-08-158,551$217,066None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15170,974$4,356,378None
Old Mission Investment Co LLC2026-06-302026-08-1510,405$264,130None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-159,083$230,561None
ROYAL BANK OF CANADA2026-06-302026-08-15629$16,000None
ROYAL BANK OF CANADA2026-06-302026-08-1571,203$1,807,000None
ROYAL BANK OF CANADA2026-06-302026-08-1552,697$1,338,000None
CITADEL ADVISORS LLC2026-06-302026-08-1554,886$1,393,276None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1531,825$807,874None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1570,437$1,788,038None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,109$256,616None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1510,302$261,515None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1510,494$266,389None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1532,068$814,046None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1518,114$459,806None
UBS Group AG2026-06-302026-08-14134,267$3,408,368None
Mariner, LLC2026-06-302026-08-1455,149$1,399,952None
DEARBORN PARTNERS LLC2026-06-302026-08-149,123$237,745None
L2 Asset Management, LLC2026-06-302026-08-1426,125$663,182None
MORGAN STANLEY2026-06-302026-08-14183,785$4,665,364None
Integrated Wealth Concepts LLC2026-06-302026-08-132,638$66,964None
Cetera Investment Advisers2026-06-302026-08-1358,292$1,479,730None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1318,941$480,816None
STIFEL FINANCIAL CORP2026-06-302026-08-13885$22,466None
STIFEL FINANCIAL CORP2026-06-302026-08-13783,707$19,894,329None
Atlantic Private Wealth, LLC2026-06-302026-08-12222,302$5,643,123None
Atlantic Union Bankshares Corp2026-06-302026-08-121,835,869$46,603,351None
Atlantic Union Bankshares Corp2026-06-302026-08-1213,430$340,919None
THOROUGHBRED FINANCIAL SERVICES, LLC2026-06-302026-08-1243,166$1,095,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12148,450$3,768,389None
Arax Advisory Partners2026-06-302026-08-1134,635$879,206None
Bell Investment Advisors, Inc2026-06-302026-08-0851,498$1,307,284None
CVA Family Office, LLC2026-06-302026-08-08583$14,799None
LPL Financial LLC2026-06-302026-08-0838,362$973,828None
Reliant Wealth Planning2026-06-302026-08-0852,382$1,329,711None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0819,060$483,846None
Bank of New York Mellon Corp2026-06-302026-08-071$30None
Bank of New York Mellon Corp2026-06-302026-08-0710,789$273,878None
CNB Bank2026-06-302026-08-074,532$115,044None
CNB Bank2026-06-302026-08-07522$13,251None
FIFTH THIRD BANCORP2026-06-302026-08-062,736$69,453None
HighTower Advisors, LLC2026-06-302026-08-06105,033$2,666,260None

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

MERCER GLOBAL ADVISORS INC /ADV ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗DEARBORN PARTNERS LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗Waverly Advisors, LLC ↗AMERIPRISE FINANCIAL INC ↗

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.

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