Public ownership evidence

iShares Global REIT ETF (REET) Ownership Disclosures

Read REET 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 REIT 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
279,868
Value (USD)
$7,729,962
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 REET fundamentals

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

Read REET 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 LP2026-06-302026-08-28279,868$7,729,962None
AFFINITY WEALTH LLC2025-12-312026-08-2796$2,395None
Harvest Fund Management Co., Ltd2026-06-302026-08-217,524$208,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2066,951$1,849,191None
Beacon Pointe Advisors, LLC2026-06-302026-08-1957,101$1,577,130None
Capasso Planning Partners LLC2026-06-302026-08-1993,015$2,569,073None
Orion Capital Management LLC2026-06-302026-08-195,332$147,271None
Comprehensive Money Management Services LLC2026-06-302026-08-1827,406$756,954None
McMill Wealth Management2026-06-302026-08-187,507$207,343None
Payne Capital Management, LLC2026-06-302026-08-1875,826$2,094,303None
Corient Private Wealth LP2026-06-302026-08-18282,083$7,791,140None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1816,174$446,745None
Equitable Holdings, Inc.2026-06-302026-08-1817,217$475,526None
EFG International AG2026-06-302026-08-152,036$56,234None
Financial Plan, Inc.2026-06-302026-08-1588,787$2,452,297None
Investors Portfolio Services LLC2026-06-302026-08-156,854$189,294None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15420$11,600None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15206$5,671None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1516,344$451,422None
Waterford Advisors, LLC2026-06-302026-08-15356,526$9,847,251None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-157,278$201,018None
O'ROURKE & COMPANY, Inc2026-06-302026-08-1511,891$328,450None
AIRE ADVISORS, LLC2026-06-302026-08-1513,044$360,270None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-1523,838$658,406None
Arkos Global Advisors2026-06-302026-08-1596,381$2,662,000None
Qube Research & Technologies Ltd2026-06-302026-08-15149,854$4,138,967None
IFG Advisory, LLC2026-06-302026-08-15608$16,793None
OSAIC HOLDINGS, INC.2026-06-302026-08-15233$6,435None
OSAIC HOLDINGS, INC.2026-06-302026-08-1594,505$2,610,223None
OSAIC HOLDINGS, INC.2026-06-302026-08-1524,940$688,906None
COOPER/HAIMS ADVISORS, LLC2026-06-302026-08-15600,310$16,580,576None
Betterment LLC2026-06-302026-08-1519,759$546,000None
Capstone Financial Advisors, Inc.2026-06-302026-08-15851,372$23,514,887None
Orion Porfolio Solutions, LLC2026-06-302026-08-1535,464$979,522None
HRT FINANCIAL LP2026-06-302026-08-1536,122$997,000None
Ancora Advisors LLC2026-06-302026-08-15526$14,528None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15342$9,446None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1533$911None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1595$2,624None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1510$276None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1529$801None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152$55None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1515$414None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153$83None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1516$442None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1574$2,044None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1530$829None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154$110None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,926$108,430None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1530$829None

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

Corient Private Wealth LP ↗AFFINITY WEALTH LLC ↗Harvest Fund Management Co., Ltd ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Capasso Planning Partners LLC ↗Orion Capital Management LLC ↗Comprehensive Money Management Services LLC ↗McMill Wealth Management ↗Payne Capital Management, LLC ↗

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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