Public ownership evidence

iShares Russell 1000 ETF (IWB) Ownership Disclosures

Read IWB 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 Russell 1000 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
2,498
Value (USD)
$1,022,931
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 0002110329-26-000015
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 IWB fundamentals

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

Read IWB 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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Cornerstone Financial Management LLC2026-06-302026-08-292,498$1,022,931None
Cornerstone Financial Management LLC2026-03-312026-08-292,598$926,343None
Cornerstone Financial Management LLC2025-12-312026-08-292,789$1,041,524None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2923,413$7,181,791None
Corient Private Wealth LP2026-06-302026-08-28184,908$75,720,050None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28613$251,024None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28651$232,121None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-28768$286,802None
Legacy Edge Advisors, LLC2025-09-302026-08-275,119$1,870,892None
HORAN Wealth, LLC2026-06-302026-08-271,002$410,397None
Dakota Wealth Management2025-09-302026-08-2711,381$4,159,529None
Dakota Wealth Management2025-12-312026-08-2711,104$4,146,678None
Dakota Wealth Management2026-03-312026-08-2710,848$3,867,963None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-27768$273,839None
Advus Financial Partners, LLC2026-06-302026-08-26927$379,510None
Advus Financial Partners, LLC2026-03-312026-08-26927$330,447None
Advus Financial Partners, LLC2025-12-312026-08-26927$346,091None
Advus Financial Partners, LLC2025-09-302026-08-26927$338,714None
Advus Financial Partners, LLC2025-06-302026-08-26965$327,605None
Advus Financial Partners, LLC2025-03-312026-08-26927$284,276None
Advus Financial Partners, LLC2024-12-312026-08-26927$298,567None
Advus Financial Partners, LLC2024-09-302026-08-26927$291,366None
Advus Financial Partners, LLC2024-06-302026-08-261,010$300,445None
Advus Financial Partners, LLC2024-03-312026-08-261,010$290,843None
Advus Financial Partners, LLC2023-12-312026-08-261,392$365,004None
Advus Financial Partners, LLC2023-09-302026-08-261,452$341,034None
Advus Financial Partners, LLC2023-06-302026-08-261,452$353,853None
Advus Financial Partners, LLC2023-03-312026-08-261,452$326,981None
Advus Financial Partners, LLC2022-12-312026-08-262,256$474,884None
Advus Financial Partners, LLC2022-09-302026-08-262,256$445,130None
Advus Financial Partners, LLC2022-06-302026-08-262,120$440,402None
Advus Financial Partners, LLC2022-03-312026-08-261,508$377,047None
Advus Financial Partners, LLC2021-09-302026-08-261,508$398,698None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-261,644$613,935None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-221,085$444,308None
Layline Advisors, LLC2026-06-302026-08-215,457$2,234,822None
Rehmann Capital Advisory Group2026-06-302026-08-2114,442$5,914,165None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2173$29,894None
Kingsview Wealth Management, LLC2026-06-302026-08-205,178$2,120,438None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-202,629$937,397None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,721$704,751None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20721,484$295,447,570None
Beacon Pointe Advisors, LLC2026-06-302026-08-19141,523$57,953,653None
Copia Wealth Management2026-06-302026-08-19435$178,133None
Orion Capital Management LLC2026-06-302026-08-1981$33,170None
Denver PWM, LLC2026-06-302026-08-193,255$1,384,729None
Glenview Trust Co2026-06-302026-08-19204$83,538None
Glenview Trust Co2026-06-302026-08-1939,374$16,123,653None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-191,678$687,155None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19445$182,000None

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

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗BOSTON RESEARCH & MANAGEMENT INC ↗Legacy Edge Advisors, LLC ↗HORAN Wealth, 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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