Public ownership evidence

iShares Managed Futures Active ETF (ISMF) Ownership Disclosures

Read ISMF 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 Managed Futures Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Sanchez Gaunt Capital Management, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
17,127
Value (USD)
$478,807
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 0002113492-26-000002
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 ISMF fundamentals

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

Read ISMF 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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Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1517,127$478,807None
OSAIC HOLDINGS, INC.2026-06-302026-08-15217$6,066None
JANE STREET GROUP, LLC2026-06-302026-08-157,199$201,248None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,009$363,667None
ROYAL BANK OF CANADA2026-06-302026-08-15450$13,000None
ROYAL BANK OF CANADA2026-06-302026-08-1594$3,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15117$3,271None
Trek Financial, LLC2026-06-302026-08-14199,079$5,565,256None
Montgomery Financial Services LLC2026-06-302026-08-13328$9,169None
JPMORGAN CHASE & CO2026-06-302026-08-137,617$212,133None
BlackRock, Inc.2026-06-302026-08-08600,155$16,777,333None
Kingdom Financial Group LLC.2026-06-302026-08-082,353$65,778None
Lloyd Advisory Services, LLC.2026-06-302026-08-08134$3,746None
Global Retirement Partners, LLC2026-06-302026-08-07276$7,716None
Continuum Advisory, LLC2026-06-302026-08-0770$1,957None
AlTi Global, Inc.2026-06-302026-08-0697,600$2,728,407None
Rossby Financial, LCC2026-06-302026-08-05357$9,980None
Commonwealth Retirement Investments LLC2026-06-302026-08-0457$1,593None
AE Wealth Management LLC2026-06-302026-08-04186$5,200None
AE Wealth Management LLC2026-06-302026-08-0440,160$1,122,673None
AE Wealth Management LLC2026-06-302026-08-04993$27,759None
Bruce G. Allen Investments, LLC2026-06-302026-08-013,155$88,198None
ASSETMARK, INC2026-06-302026-07-31595,205$16,638,956None
5T Wealth, LLC2026-06-302026-07-228,296$231,914None
TRUST CO OF TOLEDO NA /OH/2026-06-302026-07-176,892$192,666None

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

Sanchez Gaunt Capital Management, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗WELLS FARGO & COMPANY/MN ↗Trek Financial, LLC ↗Montgomery Financial Services LLC ↗JPMORGAN CHASE & CO ↗

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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