Public ownership evidence

iShares Core 1-5 Year USD Bond ETF of iShares Trust (ISTB) Ownership Disclosures

Read ISTB 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 Core 1-5 Year USD Bond ETF of iShares Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
9,657
Value (USD)
$465,937
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 0001948780-26-000011
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 ISTB fundamentals

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

Read ISTB 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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Corient Private Wealth LP2026-06-302026-08-289,657$465,937None
Rehmann Capital Advisory Group2026-06-302026-08-215,730$276,485None
Kingsview Wealth Management, LLC2026-06-302026-08-206,628$319,817None
Archer Investment Corp2026-06-302026-08-201,110$53,558None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2077,274$3,728,433None
Beacon Pointe Advisors, LLC2026-06-302026-08-19442,762$21,363,256None
Strive Financial Group ,LLC2026-06-302026-08-181,207$58,238None
Corient Private Wealth LP2026-06-302026-08-189,657$465,937None
Transamerica Financial Advisors, LLC2026-06-302026-08-1866$3,229None
Equitable Holdings, Inc.2026-06-302026-08-18132,987$6,416,629None
AtlasMark Financial, Inc2026-06-302026-08-18115,402$5,568,136None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,791$231,000None
AMERIFLEX GROUP, INC.2026-06-302026-08-1549$2,349None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,113$53,702None
Vantage Point Financial LLC2026-06-302026-08-1522,294$1,075,686None
Mutual Advisors, LLC2026-06-302026-08-1516,040$773,914None
Nemes Rush Group LLC2026-06-302026-08-1542$2,027None
Talisman Wealth Advisors LLC2026-06-302026-08-158,484$409,353None
Bellwether Advisors, LLC2026-06-302026-08-1529,887$1,442,033None
Western Wealth Management, LLC2026-06-302026-08-1513,999$675,442None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-155,151$248,536None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-152,625,257$126,668,650None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-152,625,257$126,668,650None
IFG Advisory, LLC2026-06-302026-08-151,273$61,412None
Acorns Advisers, LLC2026-06-302026-08-1512,768,271$616,069,000None
Per Stirling Capital Management, LLC.2026-06-302026-08-1531,096$1,500,377None
OSAIC HOLDINGS, INC.2026-06-302026-08-15169$8,154None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,443$600,363None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,614$77,884None
OSAIC HOLDINGS, INC.2026-06-302026-08-15162,675$7,849,558None
Betterment LLC2026-06-302026-08-1536,554$1,764,000None
JANE STREET GROUP, LLC2026-06-302026-08-157,439$358,932None
Orion Porfolio Solutions, LLC2026-06-302026-08-15328,255$15,838,305None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,616$753,472None
Ancora Advisors LLC2026-06-302026-08-15493$23,787None
Medallion Wealth Advisors, LLC2026-06-302026-08-15832$62,519None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15180$8,685None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-156,314$304,651None
MATRIX PRIVATE CAPITAL GROUP LLC2026-06-302026-08-1518$869None
Destination Wealth Management2026-06-302026-08-15644,170$31,081,225None
Rockbridge Investment Management, LCC2026-06-302026-08-1534,144$1,647,448None
&PARTNERS2026-06-302026-08-155,180$249,930None
Thrivent Financial for Lutherans2026-06-302026-08-1511,573$558,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15983$47,430None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,056,394$99,323,834None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15805$38,841None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15867$41,833None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15672,356$32,443,473None
MAI Capital Management2026-06-302026-08-1520,558$991,906None
HEADINVEST, LLC2026-06-302026-08-1516,807$810,938None

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

Corient Private Wealth LP ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Strive Financial Group ,LLC ↗Corient Private Wealth LP ↗Transamerica 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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