Public ownership evidence

iShares Micro-Cap ETF (IWC) Ownership Disclosures

Read IWC 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 Micro-Cap 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
1,100
Value (USD)
$220,037
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 IWC fundamentals

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

Read IWC 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.

Cornerstone Financial Management LLC2026-06-302026-08-291,100$220,037None
Cornerstone Financial Management LLC2026-03-312026-08-291,162$185,536None
Cornerstone Financial Management LLC2025-12-312026-08-291,328$209,468None
Corient Private Wealth LP2026-06-302026-08-284,146$829,446None
Corient Private Wealth LP2026-06-302026-08-2864,798$12,962,178None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2822$4,401None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,510$241,025None
Forefront Wealth Partners, LLC2026-06-302026-08-219,583$1,916,981None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-201,725$345,069None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,806$761,394None
Beacon Pointe Advisors, LLC2026-06-302026-08-199,685$1,937,443None
Copia Wealth Management2026-06-302026-08-19569$113,823None
Comprehensive Money Management Services LLC2026-06-302026-08-181,775$355,071None
Corient Private Wealth LP2026-06-302026-08-1879,675$15,938,099None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-186,301$1,260,452None
BANK OZK2026-06-302026-08-18292$58,411None
BANK OZK2026-06-302026-08-18737$147,429None
Genesis Financial Group, LLC2026-06-302026-08-1512,050$2,410,482None
AMERIFLEX GROUP, INC.2026-06-302026-08-15485$97,019None
Synergy Investment Management, LLC2026-06-302026-08-15233$46,594None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15400$80,016None
Marex Group Ltd2026-06-302026-08-154,054$810,962None
Michelson Medical Research Foundation, Inc.2026-06-302026-08-1535,385$7,078,415None
Woodward Financial Advisors, Inc.2026-06-302026-08-1510,336$2,067,655None
Aspen Grove Capital, LLC2026-06-302026-08-151,959$391,931None
Foundations Investment Advisors, LLC2026-06-302026-08-156,952$1,390,678None
Blueshift Asset Management, LLC2026-06-302026-08-151,068$213,643None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,149$229,846None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,481$3,902,451None
JANE STREET GROUP, LLC2026-06-302026-08-151,300$260,052Put
Regal Investment Advisors LLC2026-06-302026-08-1521,112$4,223,293None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,500$1,900,380Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,300$1,060,212Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1530,357$6,072,614None
Ancora Advisors LLC2026-06-302026-08-153,003$600,720None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15106$21,204None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-152,620$524,105None
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.2026-06-302026-08-15398$79,616None
BROWN ADVISORY INC2026-06-302026-08-151,898$379,676None
Rockbridge Investment Management, LCC2026-06-302026-08-1511,547$2,309,950None
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-06-302026-08-151,915$383,077None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1518,632$3,631,521None
Cerity Partners LLC2026-06-302026-08-151,248$249,598None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-153,928$785,816None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-154,367$873,521None
ROYAL BANK OF CANADA2026-06-302026-08-1524,341$4,869,000None
ROYAL BANK OF CANADA2026-06-302026-08-15217$43,000None
CITADEL ADVISORS LLC2026-06-302026-08-1527,251$5,451,290None
CITADEL ADVISORS LLC2026-06-302026-08-152,200$440,088Call
Larson Financial Group LLC2026-06-302026-08-1538$7,602None

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

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Forefront Wealth Partners, LLC ↗Wilson & Boucher Capital Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗

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.