Public ownership evidence

iShares Broad USD Investment Grade Corporate Bond ETF (USIG) Ownership Disclosures

Read USIG 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 Broad USD Investment Grade Corporate Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
8,680
Value (USD)
$443,369
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 0001464811-26-000009
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 USIG fundamentals

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

Read USIG 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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B. Riley Wealth Advisors, Inc.2025-03-312026-08-298,680$443,369None
Corient Private Wealth LP2026-06-302026-08-287,866$403,447None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2840$2,052None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2840$2,049None
AFFINITY WEALTH LLC2025-12-312026-08-2723$1,191None
Dakota Wealth Management2025-12-312026-08-2795,073$4,921,908None
Dakota Wealth Management2026-03-312026-08-27134,825$6,907,063None
Financial Avengers, Inc.2026-06-302026-08-20110,014$5,642,643None
Archer Investment Corp2026-06-302026-08-201,567$80,371None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,389,937$122,579,874None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,502,940$77,085,803None
Strive Financial Group ,LLC2026-06-302026-08-18790$40,498None
Yukon Wealth Management, Inc.2026-06-302026-08-186,861$351,901None
Corient Private Wealth LP2026-06-302026-08-188,762$449,403None
Blue Edge Capital, LLC2026-06-302026-08-18426,139$21,856,686None
Transamerica Financial Advisors, LLC2026-06-302026-08-1811$592None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1580$4,103None
AMERIFLEX GROUP, INC.2026-06-302026-08-1574$3,795None
10Elms LLP2026-06-302026-08-1553,929$2,766,000None
Synergy Investment Management, LLC2026-06-302026-08-155,317$272,718None
Synergy Investment Management, LLC2026-06-302026-08-15329$16,551None
SEI INVESTMENTS CO2026-06-302026-08-153,563,725$182,785,250None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15975$50,008None
Glen Eagle Advisors, LLC2026-06-302026-08-1555$2,821None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1513,692$702,263None
Valley Financial Group, Inc.2026-06-302026-08-158,235$422,348None
Modern Wealth Management, LLC2026-06-302026-08-15327,457$16,795,256None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-156,817$349,644None
Advyzon Investment Management, LLC2026-06-302026-08-1523,227$1,191,313None
Advyzon Investment Management, LLC2026-06-302026-08-156,410$328,756None
Nemes Rush Group LLC2026-06-302026-08-15117$6,001None
Lifeworks Advisors, LLC2026-06-302026-08-157,930$406,730None
AIRE ADVISORS, LLC2026-06-302026-08-1598,432$5,048,600None
Ameritas Advisory Services, LLC2026-06-302026-08-158,354$428,491None
Delos Wealth Advisors, LLC2026-06-302026-08-15516$26,466None
Bellwether Advisors, LLC2026-06-302026-08-1530,236$1,550,823None
Strategic Investment Advisors / MI2026-06-302026-08-15436,367$22,381,278None
Foundations Investment Advisors, LLC2026-06-302026-08-159,893$507,419None
Qube Research & Technologies Ltd2026-06-302026-08-153,071$157,512None
IFG Advisory, LLC2026-06-302026-08-153,513$180,182None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,337$273,735None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,346$222,906None
OSAIC HOLDINGS, INC.2026-06-302026-08-1542,433$2,176,364None
OSAIC HOLDINGS, INC.2026-06-302026-08-1578,704$4,037,203None
Betterment LLC2026-06-302026-08-158,084$415,000None
BlueCrest Capital Management Ltd2026-06-302026-08-151$51None
JANE STREET GROUP, LLC2026-06-302026-08-1531,700$1,625,893Call
Fort Point Capital Partners LLC2026-06-302026-08-155,902$302,721None
Regal Investment Advisors LLC2026-06-302026-08-159,538$489,183None
Spectrum Strategic Capital Management, LLC2026-06-302026-08-156,994$358,722None

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

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Financial Avengers, Inc. ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗

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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