Public ownership evidence

iShares 7-10 Year Treasury Bond ETF (IEF) Ownership Disclosures

Read IEF 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 7-10 Year Treasury Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
3,994
Value (USD)
$380,948
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 0001464811-26-000009
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 IEF fundamentals

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

Read IEF 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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B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,994$380,948None
Corient Private Wealth LP2026-06-302026-08-28137,362$12,990,728None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2887$8,228None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2887$8,303None
HORAN Wealth, LLC2026-06-302026-08-276,114$578,197None
Advisors Asset Management, Inc.2024-03-312026-08-271,733$164,046None
Advisors Asset Management, Inc.2025-03-312026-08-278,117$774,118None
Advisors Asset Management, Inc.2025-09-302026-08-277,305$704,640None
Advisors Asset Management, Inc.2023-12-312026-08-27662$63,810None
Dakota Wealth Management2025-09-302026-08-2713,474$1,299,703None
Dakota Wealth Management2025-12-312026-08-2731,270$3,006,924None
Dakota Wealth Management2026-03-312026-08-2729,419$2,807,750None
Redwood Investment Management, LLC2025-12-312026-08-2710,661$1,025,000None
Advisors Asset Management, Inc.2025-06-302026-08-258,578$821,515None
Advisors Asset Management, Inc.2024-09-302026-08-225,133$503,650None
Advisors Asset Management, Inc.2024-06-302026-08-223,274$306,610None
Advisors Asset Management, Inc.2024-12-312026-08-227,331$677,751None
Advisors Asset Management, Inc.2025-12-312026-08-225,320$511,571None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-225,391$509,827None
Kingsview Wealth Management, LLC2026-06-302026-08-2049,068$4,640,327None
Kingsview Wealth Management, LLC2026-06-302026-08-20274,230$25,933,931None
Archer Investment Corp2026-06-302026-08-206,221$588,284None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2046,942$4,439,347None
Sankala Group LLC2026-06-302026-08-196$579None
Beacon Pointe Advisors, LLC2026-06-302026-08-19225,650$21,339,703None
Copia Wealth Management2026-06-302026-08-191,922$181,764None
Strait & Sound Wealth Management LLC2026-06-302026-08-192,896$273,875None
Glenview Trust Co2026-06-302026-08-192,234$211,269None
LARCH CAPITAL PARTNERS LLC2026-06-302026-08-18105,541$9,981,032None
Strive Financial Group ,LLC2026-06-302026-08-18309$29,222None
WNY Asset Management, LLC2026-06-302026-08-183,347$316,522None
Coastal Bridge Advisors, LLC2026-06-302026-08-1844,853$4,241,726None
Caitlin John, LLC2026-06-302026-08-187,525$711,621None
Caitlin John, LLC2026-06-302026-08-1824$2,253None
Corient Private Wealth LP2026-06-302026-08-18138,485$13,096,945None
Redwood Investment Management, LLC2026-06-302026-08-1812,930$1,223,000None
Integrated Investment Consultants, LLC2026-06-302026-08-182,134$201,812None
Hamilton Capital, LLC2026-06-302026-08-186,103$577,161None
Blue Edge Capital, LLC2026-06-302026-08-1810,144$959,315None
Empowered Funds, LLC2026-06-302026-08-1831,387$2,958,313None
Camarda Financial Advisors, LLC2026-06-302026-08-183,130$295,965None
Transamerica Financial Advisors, LLC2026-06-302026-08-18118,578$11,213,990None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18101,234$9,571,240None
Equitable Holdings, Inc.2026-06-302026-08-18230,004$21,751,460None
GRAYBILL WEALTH MANAGEMENT, LTD.2026-06-302026-08-1898,598$9,324,378None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-187,295$689,888None
Lifetime Wealth Management P.C.2026-06-302026-08-1811,955$1,130,570None
Jefferies Financial Group Inc.2026-06-302026-08-1838,397$3,631,235None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,563$148,000None
Forum Finance Group S.A.2026-06-302026-08-151,215$93,000None

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

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗HORAN Wealth, LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Dakota Wealth Management ↗

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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