Public ownership evidence

iShares Investment Grade Systematic Bond ETF (IGEB) Ownership Disclosures

Read IGEB 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 Investment Grade Systematic Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advus Financial Partners, LLC
Report period
2025-06-30
Available
2026-08-26
Reported shares
8,659
Value (USD)
$393,465
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 0002150676-26-000015
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 IGEB fundamentals

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

Read IGEB 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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Advus Financial Partners, LLC2025-06-302026-08-268,659$393,465None
Advus Financial Partners, LLC2025-03-312026-08-2613,558$610,246None
Advus Financial Partners, LLC2024-12-312026-08-2625,426$1,127,897None
Advus Financial Partners, LLC2024-09-302026-08-2614,346$666,659None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,063$228,414None
LARCH CAPITAL PARTNERS LLC2026-06-302026-08-1863,720$2,874,409None
Caitlin John, LLC2026-06-302026-08-185,883$265,382None
Transamerica Financial Advisors, LLC2026-06-302026-08-1826,717$1,205,244None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18258,003$11,632,149None
Equitable Holdings, Inc.2026-06-302026-08-18854,122$38,529,441None
EFG International AG2026-06-302026-08-1513,210$595,903None
Modern Wealth Management, LLC2026-06-302026-08-1529,133$1,314,187None
Mutual Advisors, LLC2026-06-302026-08-1520,255$913,716None
Advyzon Investment Management, LLC2026-06-302026-08-1528,685$1,293,980None
Vertex Planning Partners, LLC2026-06-302026-08-155,425$244,722None
Invst, LLC2026-06-302026-08-1520,573$928,063None
IFG Advisory, LLC2026-06-302026-08-158,979$405,031None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,504$699,385None
OSAIC HOLDINGS, INC.2026-06-302026-08-1521,731$980,265None
OSAIC HOLDINGS, INC.2026-06-302026-08-1555,034$2,482,902None
Betterment LLC2026-06-302026-08-151,488,332$67,139,000None
JANE STREET GROUP, LLC2026-06-302026-08-1573,457$3,313,645None
Orion Porfolio Solutions, LLC2026-06-302026-08-1519,987$901,610None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1595$4,305None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15207$9,338None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15395,705$17,840,692None
Ausdal Financial Partners, Inc.2026-06-302026-08-1516,467$742,812None
Ausdal Financial Partners, Inc.2026-06-302026-08-15555$25,036None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1544,455$2,005,365None
ROYAL BANK OF CANADA2026-06-302026-08-151,000$45,000None
ROYAL BANK OF CANADA2026-06-302026-08-1528,544$1,288,000None
ROYAL BANK OF CANADA2026-06-302026-08-1561$3,000None
IHT Wealth Management, LLC2026-06-302026-08-1510,083$454,855None
World Investment Advisors2026-06-302026-08-1522,231$1,001,909None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1525,436$1,147,400None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1532,797$1,479,479None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15212$9,563None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,206,434$54,422,238None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15569,179$25,675,684None
Sanctuary Advisors, LLC2026-06-302026-08-144,773$215,301None
Quantinno Capital Management LP2026-06-302026-08-148,735$394,036None
CreativeOne Wealth, LLC2026-06-302026-08-1410,120$456,506None
CreativeOne Wealth, LLC2026-06-302026-08-1417,211$776,390None
Rockefeller Capital Management L.P.2026-06-302026-08-1464,154$2,894,017None
Dynasty Wealth Management, LLC2026-06-302026-08-1442,428$1,913,932None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1446,504$2,097,796None
UBS Group AG2026-06-302026-08-14429,772$19,387,015None
Mariner, LLC2026-06-302026-08-149,349$421,713None
Inspire Advisors, LLC2026-06-302026-08-146,683$301,483None
Snowden Capital Advisors LLC2026-06-302026-08-144,519$203,852None

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

Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗LARCH CAPITAL PARTNERS LLC ↗Caitlin John, LLC ↗Transamerica Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗

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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