Public ownership evidence

iShares Global Materials ETF (MXI) Ownership Disclosures

Read MXI 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 Global Materials ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Comprehensive Money Management Services LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
3,572
Value (USD)
$378,060
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 0002058921-26-000003
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 MXI fundamentals

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

Read MXI 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.

Comprehensive Money Management Services LLC2026-06-302026-08-183,572$378,060None
Equitable Holdings, Inc.2026-06-302026-08-1814,082$1,490,417None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1518,352$1,942,376None
Mutual Advisors, LLC2026-06-302026-08-154,675$494,802None
Ameritas Advisory Services, LLC2026-06-302026-08-156,024$637,580None
Qube Research & Technologies Ltd2026-06-302026-08-158$847None
Wealth Advisors of Tampa Bay, LLC2026-06-302026-08-1526,980$2,855,562None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,897$731,543None
JANE STREET GROUP, LLC2026-06-302026-08-1512,576$1,331,044None
HRT FINANCIAL LP2026-06-302026-08-151,981$209,000None
GTS SECURITIES LLC2026-06-302026-08-151,952$206,600None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1540,768$4,314,885None
Waverly Advisors, LLC2026-06-302026-08-154,582$484,927None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-157,466$793,461None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1511,544$1,221,827None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1557$6,034None
ROYAL BANK OF CANADA2026-06-302026-08-154,423$468,000None
ROYAL BANK OF CANADA2026-06-302026-08-154,351$461,000None
CITADEL ADVISORS LLC2026-06-302026-08-154,227$447,386None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,269$240,164None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,835$300,056None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,714$287,258None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1560,837$6,438,988None
BANK OF AMERICA CORP /DE/2026-06-302026-08-158,538$903,662None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1551,632$5,464,732None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1525,528$2,701,884None
Investor's Fiduciary Advisor Network, LLC2026-06-302026-08-143,883$410,000None
Solstein Capital, LLC2026-06-302026-08-149,133$966,637None
Rockefeller Capital Management L.P.2026-06-302026-08-141,770$187,385None
Front Row Advisors LLC2026-06-302026-08-14308$34,771None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14510$53,978None
PALLADIEM, LLC2026-06-302026-08-1437,305$3,948,339None
UBS Group AG2026-06-302026-08-1498$10,372None
UBS Group AG2026-06-302026-08-143,700$391,608None
UBS Group AG2026-06-302026-08-1421,164$2,239,998None
Verity Asset Management, Inc.2026-06-302026-08-145,761$609,744None
Mariner, LLC2026-06-302026-08-143,484$368,747None
Creative Planning2026-06-302026-08-143,685$390,020None
Virtu Financial LLC2026-06-302026-08-142,689$285,000None
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC2026-06-302026-08-14911$96,676None
MACKENZIE FINANCIAL CORP2026-06-302026-08-146,855$725,533None
UMB Bank, n.a.2026-06-302026-08-1415,787$1,670,896None
MORGAN STANLEY2026-06-302026-08-1413$1,440None
MORGAN STANLEY2026-06-302026-08-14146,811$15,538,533None
MORGAN STANLEY2026-06-302026-08-141$149None
MORGAN STANLEY2026-06-302026-08-1455$5,821None
FMR LLC2026-06-302026-08-14696$73,627None
NORTHERN TRUST CORP2026-06-302026-08-142,168$229,461None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$106None
Smartleaf Asset Management LLC2026-06-302026-08-1325$2,640None

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

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.

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.