Public ownership evidence

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (TLTW) Ownership Disclosures

Read TLTW insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares 20+ Year Treasury Bond BuyWrite Strategy 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
20,969
Value (USD)
$468,456
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 TLTW fundamentals

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

Read TLTW 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 LP2026-06-302026-08-2820,969$468,456None
Caitlin John, LLC2026-06-302026-08-1894,750$2,116,715None
Corient Private Wealth LP2026-06-302026-08-1820,970$468,456None
Blueprint Financial Advisors LLC2026-06-302026-08-1534,569$772,282None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15100$2,234None
Mutual Advisors, LLC2026-06-302026-08-15117,880$2,633,439None
Advyzon Investment Management, LLC2026-06-302026-08-1523,910$534,149None
Advyzon Investment Management, LLC2026-06-302026-08-15358$7,998None
Perennial Investment Advisors, LLC2026-06-302026-08-1521,181$473,183None
NCM Capital Management, LLC2026-06-302026-08-1531,969$714,194None
FWG Holdings, LLC2026-06-302026-08-15313,795$6,763,843None
Foundations Investment Advisors, LLC2026-06-302026-08-1516,123$360,181None
OSAIC HOLDINGS, INC.2026-06-302026-08-1522,994$513,678None
OSAIC HOLDINGS, INC.2026-06-302026-08-15112,936$2,523,230None
PINEBRIDGE INVESTMENTS LLC2026-06-302026-08-15401,168$8,962,093None
Regal Investment Advisors LLC2026-06-302026-08-1548,122$1,075,047None
OLD MISSION CAPITAL LLC2026-06-302026-08-1549,404$1,103,685None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15288,766$6,451,032None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15395$8,824None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1522,835$510,140None
ROYAL BANK OF CANADA2026-06-302026-08-153,445$77,000None
ROYAL BANK OF CANADA2026-06-302026-08-153,352$75,000None
ROYAL BANK OF CANADA2026-06-302026-08-15336,693$7,522,000None
IHT Wealth Management, LLC2026-06-302026-08-15297,695$6,650,515None
World Investment Advisors2026-06-302026-08-1518,900$426,920None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15185,655$4,147,543None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15278,494$6,221,554None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$20None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15100$2,234None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,084,011$24,216,806None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,479,311$33,047,814None
Sanctuary Advisors, LLC2026-06-302026-08-1454,352$1,214,224None
Quantinno Capital Management LP2026-06-302026-08-14842,600$18,823,684None
Rockefeller Capital Management L.P.2026-06-302026-08-144,547$101,588None
Steward Partners Investment Advisory, LLC2026-06-302026-08-142,279$50,913None
UBS Group AG2026-06-302026-08-145,001$111,722None
UBS Group AG2026-06-302026-08-141,034,229$23,104,676None
One Capital Management, LLC2026-06-302026-08-1428,502$644,715None
MORGAN STANLEY2026-06-302026-08-146,778$151,421None
MORGAN STANLEY2026-06-302026-08-1454$1,226None
MORGAN STANLEY2026-06-302026-08-142,483,407$55,479,332None
FMR LLC2026-06-302026-08-140$1None
FRANKLIN RESOURCES INC2026-06-302026-08-14750,457$16,765,209None
Corient Private Wealth LP2026-06-302026-08-1320,969$468,456None
ELEVATION POINT WEALTH PARTNERS, LLC2026-06-302026-08-1322,833$510,095None
Integrated Wealth Concepts LLC2026-06-302026-08-13229,237$5,121,160None
Cetera Investment Advisers2026-06-302026-08-131,194,002$26,674,004None
WealthShield Partners, LLC2026-06-302026-08-131,952$43,609None
NewEdge Advisors, LLC2026-06-302026-08-1365,283$1,458,424None
Summit Financial, LLC2026-06-302026-08-1311,300$252,442None

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

Corient Private Wealth LP ↗Caitlin John, LLC ↗Corient Private Wealth LP ↗Blueprint Financial Advisors LLC ↗Federation des caisses Desjardins du Quebec ↗Mutual Advisors, LLC ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗Perennial Investment Advisors, LLC ↗NCM 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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