Public ownership evidence

iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) Ownership Disclosures

Read IBTQ 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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Step 1 of 3

Recent institutional filing receipts

iShares iBonds Dec 2035 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
34,678
Value (USD)
$869,898
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 IBTQ fundamentals

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

Read IBTQ 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 /ADV2026-06-302026-08-2034,678$869,898None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18108,778$2,727,425None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,000$25,090None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,008$25,278None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,338$58,624None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15158,478$3,986,053None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-159,204$230,884None
ROYAL BANK OF CANADA2026-06-302026-08-15578$14,000None
ROYAL BANK OF CANADA2026-06-302026-08-156,673$167,000None
ROYAL BANK OF CANADA2026-06-302026-08-1528,068$704,000None
CITADEL ADVISORS LLC2026-06-302026-08-1548,272$1,210,903None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1523,231$582,750None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1519,063$478,195None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,027$276,612None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1514,771$370,531None
UBS Group AG2026-06-302026-08-14136,155$3,415,448None
Mariner, LLC2026-06-302026-08-1472,516$1,819,064None
Snowden Capital Advisors LLC2026-06-302026-08-1417,910$449,272None
L2 Asset Management, LLC2026-06-302026-08-1453,430$1,340,304None
MORGAN STANLEY2026-06-302026-08-14200,933$5,040,404None
Integrated Wealth Concepts LLC2026-06-302026-08-134,635$116,268None
Cetera Investment Advisers2026-06-302026-08-1336,413$913,420None
Focus Partners Wealth2026-06-302026-08-138,570$214,979None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1321,912$549,663None
STIFEL FINANCIAL CORP2026-06-302026-08-131,170$29,349None
STIFEL FINANCIAL CORP2026-06-302026-08-131,022,587$25,651,615None
Atlantic Private Wealth, LLC2026-06-302026-08-1262,095$1,557,646None
Atlantic Union Bankshares Corp2026-06-302026-08-12768,328$19,273,511None
Atlantic Union Bankshares Corp2026-06-302026-08-127,111$178,379None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1234,678$869,898None
Bell Investment Advisors, Inc2026-06-302026-08-0858,304$1,462,550None
LPL Financial LLC2026-06-302026-08-08298,976$7,499,812None
Reliant Wealth Planning2026-06-302026-08-0813,818$346,624None
Bank of New York Mellon Corp2026-06-302026-08-071$25None
Bank of New York Mellon Corp2026-06-302026-08-0714,319$359,192None
CNB Bank2026-06-302026-08-075,424$136,061None
CNB Bank2026-06-302026-08-07625$15,678None
FIFTH THIRD BANCORP2026-06-302026-08-062,771$69,511None
HighTower Advisors, LLC2026-06-302026-08-0610,402$260,938None
AE Wealth Management LLC2026-06-302026-08-04887$22,250None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04118,518$2,973,024None
Probity Advisors, Inc.2026-06-302026-08-01177,711$4,457,883None
CENTRAL TRUST Co2026-06-302026-08-01800$20,068None
Accretive Wealth Partners, LLC2026-06-302026-07-30157,881$3,960,445None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3014,061$352,721None
Atria Investments, Inc2026-06-302026-07-2911,917$298,938None
Parcion Private Wealth LLC2026-06-302026-07-289,943$249,424None
Krilogy Financial LLC2026-06-302026-07-288,367$209,887None
Private Advisor Group, LLC2026-06-302026-07-2811,150$279,698None
MATHER GROUP, LLC.2026-06-302026-07-283,438$86,242None

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

MERCER GLOBAL ADVISORS INC /ADV ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗OSAIC HOLDINGS, INC. ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗AMERIPRISE FINANCIAL INC ↗Vestmark Advisory Solutions, Inc. ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗

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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