Public ownership evidence

iShares TIPS Bond ETF (TIP) Ownership Disclosures

Read TIP 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 TIPS Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Pandowealth. LLC
Report period
2025-12-31
Available
2026-08-29
Reported shares
1,849
Value (USD)
$203,224
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 0001754960-26-000788
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 TIP fundamentals

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

Read TIP 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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Pandowealth. LLC2025-12-312026-08-291,849$203,224None
Pandowealth. LLC2026-03-312026-08-291,849$204,056None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2912,129$1,347,427None
Advisors Asset Management, Inc.2021-12-312026-08-281,621$209,433None
Advisors Asset Management, Inc.2020-06-302026-08-2824$2,952None
Advisors Asset Management, Inc.2020-06-302026-08-283,106$382,038None
Advisors Asset Management, Inc.2021-09-302026-08-281,621$207,000None
Corient Private Wealth LP2026-06-302026-08-2838,468$4,209,527None
Principia Wealth Advisory, LLC2026-06-302026-08-2721,982$2,405,672None
Principia Wealth Advisory, LLC2026-03-312026-08-2718,158$2,003,892None
Advisors Asset Management, Inc.2020-12-312026-08-273,276$418,000None
Advisors Asset Management, Inc.2022-03-312026-08-271,667$207,658None
Advisors Asset Management, Inc.2021-03-312026-08-274,046$507,773None
Advisors Asset Management, Inc.2021-06-302026-08-273,682$471,000None
Advisors Asset Management, Inc.2020-09-302026-08-273,272$413,908None
Dakota Wealth Management2025-09-302026-08-27258,238$28,721,249None
Dakota Wealth Management2025-12-312026-08-27233,207$25,631,740None
Dakota Wealth Management2026-03-312026-08-27209,372$23,106,254None
Advus Financial Partners, LLC2024-12-312026-08-262,033$216,616None
Advus Financial Partners, LLC2024-09-302026-08-267,895$872,165None
Advus Financial Partners, LLC2024-06-302026-08-269,946$1,062,038None
Advus Financial Partners, LLC2024-03-312026-08-2610,039$1,078,293None
Advus Financial Partners, LLC2023-12-312026-08-2610,793$1,160,144None
Advus Financial Partners, LLC2023-09-302026-08-2610,580$1,097,358None
Advus Financial Partners, LLC2022-12-312026-08-2618,970$2,019,167None
Advus Financial Partners, LLC2022-09-302026-08-2620,173$2,116,148None
Advus Financial Partners, LLC2022-06-302026-08-2618,912$2,154,266None
Advus Financial Partners, LLC2022-03-312026-08-268,764$1,091,731None
Advisors Asset Management, Inc.2019-12-312026-08-2624$2,798None
Advisors Asset Management, Inc.2019-12-312026-08-262,504$291,891None
Kingsbury Capital Investment Advisors LLC2026-03-312026-08-262,257$249,035None
Kingsbury Capital Investment Advisors LLC2026-06-302026-08-262,348$256,893None
Kings Path Partners LLC2026-03-312026-08-221,317$145,344None
Advisors Asset Management, Inc.2020-03-312026-08-222,954$348,336None
Rehmann Capital Advisory Group2026-06-302026-08-213,521$385,350None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-214,506$493,113None
Kingsview Wealth Management, LLC2026-06-302026-08-2012,207$1,335,850None
Fox Hill Wealth Management2026-06-302026-08-209,865$1,079,551None
Prosperitas Financial LLC2026-06-302026-08-202,260$247,312None
Archer Investment Corp2026-06-302026-08-20997$109,102None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20110$12,037None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-207,950$869,970None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2088,037$9,633,930None
Sankala Group LLC2026-06-302026-08-192,321$248,416None
Beacon Pointe Advisors, LLC2026-06-302026-08-19179,075$19,596,202None
Copia Wealth Management2026-06-302026-08-192,030$222,143None
Advisors Asset Management, Inc.2019-03-312026-08-1924$2,714None
Advisors Asset Management, Inc.2019-03-312026-08-192,744$310,264None
Advisors Asset Management, Inc.2019-09-302026-08-1924$2,791None
Advisors Asset Management, Inc.2019-09-302026-08-192,162$251,419None

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

Pandowealth. LLC ↗Pandowealth. LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, 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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