Public ownership evidence

iShares Trust iShares Core Universal USD Bond ETF (IUSB) Ownership Disclosures

Read IUSB 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 Core Universal USD 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
635,864
Value (USD)
$29,300,631
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 IUSB fundamentals

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

Read IUSB 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.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-29635,864$29,300,631None
Corient Private Wealth LP2026-06-302026-08-28552,717$25,507,873None
Redwood Investment Management, LLC2024-12-312026-08-2899,243$4,486,000None
Redwood Investment Management, LLC2025-03-312026-08-28133,871$6,169,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-283,078$142,050None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-284,045$186,839None
AFFINITY WEALTH LLC2025-06-302026-08-27109$5,039None
AFFINITY WEALTH LLC2025-03-312026-08-27109$5,023None
AFFINITY WEALTH LLC2024-12-312026-08-27109$4,927None
Legacy Edge Advisors, LLC2025-09-302026-08-2733,640$1,571,324None
HORAN Wealth, LLC2026-06-302026-08-2712,672$584,794None
Redwood Investment Management, LLC2025-06-302026-08-2791,163$4,214,000None
Redwood Investment Management, LLC2025-09-302026-08-27100,372$4,688,000None
Redwood Investment Management, LLC2025-12-312026-08-2786,649$4,033,000None
Advus Financial Partners, LLC2026-06-302026-08-26321,928$14,856,968None
Advus Financial Partners, LLC2026-03-312026-08-26331,404$15,307,551None
Advus Financial Partners, LLC2025-12-312026-08-26335,247$15,602,395None
Advus Financial Partners, LLC2025-09-302026-08-26343,100$16,026,201None
Advus Financial Partners, LLC2025-06-302026-08-26352,131$16,279,016None
Advus Financial Partners, LLC2025-03-312026-08-26375,317$17,294,607None
Advus Financial Partners, LLC2024-12-312026-08-26388,001$17,537,645None
Advus Financial Partners, LLC2024-09-302026-08-26340,772$16,057,177None
Advus Financial Partners, LLC2024-06-302026-08-26317,163$14,342,111None
Advus Financial Partners, LLC2024-03-312026-08-26311,297$14,192,030None
Advus Financial Partners, LLC2023-12-312026-08-26300,756$13,855,806None
Advus Financial Partners, LLC2023-09-302026-08-26287,948$12,587,625None
Advus Financial Partners, LLC2023-06-302026-08-26313,033$14,233,588None
Advus Financial Partners, LLC2023-03-312026-08-26300,598$13,872,598None
Advus Financial Partners, LLC2022-12-312026-08-26226,624$10,182,216None
Advus Financial Partners, LLC2022-09-302026-08-26210,909$9,385,451None
Advus Financial Partners, LLC2022-06-302026-08-26197,206$9,233,185None
Advus Financial Partners, LLC2022-03-312026-08-26102,317$5,077,993None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26807,250$37,569,410None
Strategic Financial Services, Inc.2026-06-302026-08-258,812$406,674None
Bernard Wealth Management Corp.2026-06-302026-08-22425$19,614None
Forefront Wealth Partners, LLC2026-06-302026-08-2160,374$2,786,269None
Rehmann Capital Advisory Group2026-06-302026-08-2112,523$577,962None
Vermillion & White Wealth Management Group, LLC2026-06-302026-08-207,005$323,281None
Kingsview Wealth Management, LLC2026-06-302026-08-2034,605$1,597,000None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-207,341$339,081None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-20247,113$11,414,128None
Archer Investment Corp2026-06-302026-08-201,490$68,764None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20418,361$19,307,381None
Beacon Pointe Advisors, LLC2026-06-302026-08-1918,717$863,782None
Copia Wealth Management2026-06-302026-08-19147$6,784None
Legacy Edge Advisors, LLC2025-06-302026-08-1836,304$1,678,334None
Legacy Edge Advisors, LLC2025-03-312026-08-1835,463$1,634,135None
Legacy Edge Advisors, LLC2024-09-302026-08-1852,547$2,476,015None
Legacy Edge Advisors, LLC2024-06-302026-08-1848,889$2,210,761None
Legacy Edge Advisors, LLC2024-03-312026-08-1863,585$2,898,840None

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

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Legacy Edge Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.