Public ownership evidence

iShares Short Duration Bond Active ETF (NEAR) Ownership Disclosures

Read NEAR 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 Short Duration Bond Active ETF: 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
20,086
Value (USD)
$1,017,540
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 NEAR fundamentals

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

Read NEAR 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 LP2026-06-302026-08-2820,086$1,017,540None
Dakota Wealth Management2025-09-302026-08-279,831$504,134None
Kingsview Wealth Management, LLC2026-06-302026-08-20156,446$7,925,535None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-207,205$365,005None
Beacon Pointe Advisors, LLC2026-06-302026-08-1963,514$3,217,632None
Corient Private Wealth LP2026-06-302026-08-1821,486$1,088,464None
BROOKS, MOORE & ASSOCIATES, INC.2026-06-302026-08-1861,259$3,103,381None
Integrated Investment Consultants, LLC2026-06-302026-08-18439,042$21,717,278None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1817,791$900,284None
Equitable Holdings, Inc.2026-06-302026-08-1812,848$650,901None
Proficio Capital Partners LLC2026-06-302026-08-18291,350$14,759,791None
Jefferies Financial Group Inc.2026-06-302026-08-187,000$354,620None
Finhabits Advisors LLC2026-06-302026-08-1541,416$2,098,153None
Blueprint Financial Advisors LLC2026-06-302026-08-1563,847$3,234,489None
Glen Eagle Advisors, LLC2026-06-302026-08-151,115$56,486None
Valley Financial Group, Inc.2026-06-302026-08-159,064$459,182None
KKM Financial LLC2026-06-302026-08-1576,874$3,894,437None
Modern Wealth Management, LLC2026-06-302026-08-154,810$243,675None
Mutual Advisors, LLC2026-06-302026-08-1522,989$1,164,623None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-155,172$262,014None
VANCE WEALTH, LLC2026-06-302026-08-156,139$310,979None
Perennial Investment Advisors, LLC2026-06-302026-08-1515,251$772,538None
Western Wealth Management, LLC2026-06-302026-08-155,528$280,040None
IFG Advisory, LLC2026-06-302026-08-154,641$235,114None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,582$130,804None
OSAIC HOLDINGS, INC.2026-06-302026-08-1538,459$1,948,308None
OSAIC HOLDINGS, INC.2026-06-302026-08-15483,312$24,492,703None
Betterment LLC2026-06-302026-08-1542,428$2,149,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1536,642$1,856,000None
Ancora Advisors LLC2026-06-302026-08-158,860$448,873None
Medallion Wealth Advisors, LLC2026-06-302026-08-153,052$220,367None
Atlanta Consulting Group Advisors, LLC2026-06-302026-08-156,914$350,263None
Gotham Asset Management, LLC2026-06-302026-08-15435,242$22,049,360None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-1514,492$734,176None
Waverly Advisors, LLC2026-06-302026-08-15293,880$14,887,976None
Michels Family Financial, LLC2026-06-302026-08-1522,651$1,147,518None
Bramshill Investments, LLC2026-06-302026-08-152,605,312$131,985,088None
&PARTNERS2026-06-302026-08-15158,938$8,038,689None
Thrivent Financial for Lutherans2026-06-302026-08-15180,626$9,151,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15113,239$5,740,089None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15195$9,879None
AMERIPRISE FINANCIAL INC2026-06-302026-08-153,424$173,456None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,178,723$59,737,040None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151$51None
MAI Capital Management2026-06-302026-08-1525,455$1,289,551None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1517,952$909,480None
Pinnacle Financial Partners, Inc.2026-06-302026-08-15556$28,167None
Cerity Partners LLC2026-06-302026-08-158,854$448,203None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1530,663$1,553,388None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1518,728$948,769None

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

Corient Private Wealth LP ↗Dakota Wealth Management ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗BROOKS, MOORE & ASSOCIATES, INC. ↗Integrated Investment Consultants, LLC ↗UNITED CAPITAL 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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