Public ownership evidence

iShares 1-3 Year Treasury Bond ETF (SHY) Ownership Disclosures

Read SHY 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 1-3 Year Treasury Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Alternative Investment Advisors, LLC.
Report period
2026-06-30
Available
2026-09-01
Reported shares
4,769
Value (USD)
$391,602
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 0001172661-26-004258
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 SHY fundamentals

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

Read SHY 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.

Alternative Investment Advisors, LLC.2026-06-302026-09-014,769$391,602None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2927,970$2,313,972None
Corient Private Wealth LP2026-06-302026-08-28326,906$26,841,983None
Principia Wealth Advisory, LLC2026-06-302026-08-272,347$192,712None
Principia Wealth Advisory, LLC2026-03-312026-08-27170$14,037None
Dakota Wealth Management2025-09-302026-08-27333,104$27,634,285None
Dakota Wealth Management2025-12-312026-08-27395,814$32,781,337None
Dakota Wealth Management2026-03-312026-08-27420,006$34,679,878None
Envision Financial Transparency, LLC2026-06-302026-08-2229,505$2,447,189None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2211,614$953,626None
Ridgepath Capital Management LLC2026-06-302026-08-21244,221$20,052,986None
Layline Advisors, LLC2026-06-302026-08-2187,562$7,189,695None
Rehmann Capital Advisory Group2026-06-302026-08-2125,123$2,059,381None
Kingsview Wealth Management, LLC2026-06-302026-08-20257,439$21,138,316None
Kingsview Wealth Management, LLC2026-06-302026-08-2031,123$2,555,480None
Archer Investment Corp2026-06-302026-08-2083$6,847None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-207,135$585,855None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2037,511$3,080,029None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20104,738$8,600,034None
Beacon Pointe Advisors, LLC2026-06-302026-08-19153,791$12,627,763None
Copia Wealth Management2026-06-302026-08-191,429$117,335None
Capasso Planning Partners LLC2026-06-302026-08-1974,526$6,119,296None
Glenview Trust Co2026-06-302026-08-1972,231$5,930,887None
N10 ASSETS, LLC2026-06-302026-08-18260$21,349None
LARCH CAPITAL PARTNERS LLC2026-06-302026-08-186,197$508,836None
Maxele Advisors, LLC2026-06-302026-08-1818,231$1,496,931None
WNY Asset Management, LLC2026-06-302026-08-184,923$404,248None
Coastal Bridge Advisors, LLC2026-06-302026-08-1815,678$1,287,348None
Parvin Asset Management, LLC2026-06-302026-08-184,150$340,757None
Caitlin John, LLC2026-06-302026-08-181,015$83,342None
KM Capital Management Ltd.2026-06-302026-08-182,546$209,052None
Corient Private Wealth LP2026-06-302026-08-18348,623$28,625,138None
Blue Edge Capital, LLC2026-06-302026-08-18264,332$2,170,369None
Empowered Funds, LLC2026-06-302026-08-18207,164$16,959,916None
Pure Financial Advisors, LLC2026-06-302026-08-18123,851$10,169,430None
Transamerica Financial Advisors, LLC2026-06-302026-08-1870,033$5,750,414None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18127,822$10,493,226None
Equitable Holdings, Inc.2026-06-302026-08-1898,604$8,096,384None
GRAYBILL WEALTH MANAGEMENT, LTD.2026-06-302026-08-18116,587$9,572,967None
Proficio Capital Partners LLC2026-06-302026-08-18354,385$29,098,562None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,989$328,000None
N10 WEALTH, LLC2026-06-302026-08-1517,834$1,464,350None
N10 WEALTH, LLC2026-06-302026-08-15260$21,349None
Wellington Grp LLC2026-06-302026-08-15880$72,662None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-152,488$204,290None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1512$1,009None
Ruggiero Investments, Inc.2026-06-302026-08-1527,890$2,290,053None
EFG International AG2026-06-302026-08-15647$53,125None
EFG International AG2026-06-302026-08-1521,998$1,806,256None
Independence Wealth Advisors, LLC2026-06-302026-08-153,411$280,077None

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

Alternative Investment Advisors, LLC. ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Envision Financial Transparency, LLC ↗WEST MICHIGAN 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.