Public ownership evidence

iShares Trust iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) Ownership Disclosures

Read IGSB 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 Trust iShares 1-5 Year Investment Grade Corporate Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
41
Value (USD)
$2,149
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 0002110329-26-000015
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 IGSB fundamentals

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

Read IGSB 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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Cornerstone Financial Management LLC2026-06-302026-08-2941$2,149None
Cornerstone Financial Management LLC2026-03-312026-08-2941$2,155None
Cornerstone Financial Management LLC2025-12-312026-08-2941$2,168None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2910,989$575,473None
Advisors Asset Management, Inc.2021-12-312026-08-288,181$440,792None
Advisors Asset Management, Inc.2022-12-312026-08-285,729$285,419None
Advisors Asset Management, Inc.2022-06-302026-08-289,248$467,000None
Advisors Asset Management, Inc.2021-09-302026-08-286,666$364,000None
Corient Private Wealth LP2026-06-302026-08-2885,350$4,473,184None
Wellington Grp LLC2026-06-302026-08-27485,916$25,466,860None
AFFINITY WEALTH LLC2026-06-302026-08-27252,844$13,251,554None
AFFINITY WEALTH LLC2026-03-312026-08-27245,867$12,922,770None
Advisors Asset Management, Inc.2022-09-302026-08-277,500$370,000None
Advisors Asset Management, Inc.2022-03-312026-08-279,663$499,770None
Advisors Asset Management, Inc.2023-06-302026-08-272,010$100,842None
Advisors Asset Management, Inc.2023-03-312026-08-274,085$206,456None
Advisors Asset Management, Inc.2021-03-312026-08-272,402$131,341None
Advisors Asset Management, Inc.2021-06-302026-08-274,874$267,000None
Dakota Wealth Management2025-09-302026-08-27744,548$39,483,382None
Dakota Wealth Management2025-12-312026-08-27922,476$48,780,533None
Dakota Wealth Management2026-03-312026-08-27991,241$52,099,624None
Strategic Financial Services, Inc.2026-06-302026-08-2535,388$1,854,685None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-225,306$278,087None
Rehmann Capital Advisory Group2026-06-302026-08-2125,297$1,318,760None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-204,851$254,241None
Kingsview Wealth Management, LLC2026-06-302026-08-2029,421$1,541,938None
Archer Investment Corp2026-06-302026-08-203,352$175,670None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20513,282$26,901,119None
Beacon Pointe Advisors, LLC2026-06-302026-08-19507,466$26,596,311None
Copia Wealth Management2026-06-302026-08-19740$38,783None
TILIA FIDUCIARY PARTNERS, INC.2026-06-302026-08-1937,892$1,985,911None
Ensign Peak Advisors, Inc2026-03-312026-08-19300,000$15,768,000None
Ensign Peak Advisors, Inc2025-12-312026-08-19300,000$15,864,000None
Ensign Peak Advisors, Inc2025-09-302026-08-19300,000$15,909,000None
Glenview Trust Co2026-06-302026-08-199,969$522,475None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-1922,820$1,195,977None
Strive Financial Group ,LLC2026-06-302026-08-1819,941$1,045,099None
Caitlin John, LLC2026-06-302026-08-18100$5,241None
Corient Private Wealth LP2026-06-302026-08-1892,210$4,832,713None
Integrated Investment Consultants, LLC2026-06-302026-08-184,988$261,421None
Pure Financial Advisors, LLC2026-06-302026-08-183,313,324$173,651,336None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18327,173$17,139,717None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18108,761$5,700,166None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18111,889$5,880,870None
Equitable Holdings, Inc.2026-06-302026-08-1839,738$2,082,674None
GRAYBILL WEALTH MANAGEMENT, LTD.2026-06-302026-08-1897,028$5,085,229None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-1811,343$594,486None
Jefferies Financial Group Inc.2026-06-302026-08-1834,955$1,831,992None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,787$198,000None
Wellington Grp LLC2026-06-302026-08-15470,262$24,716,948None

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

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Wellington Grp LLC ↗

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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