Public ownership evidence

iShares Russell 1000 Value ETF (IWD) Ownership Disclosures

Read IWD 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 Value 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
415
Value (USD)
$100,608
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 IWD fundamentals

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

Read IWD 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 LLC2026-06-302026-08-29415$100,608None
Cornerstone Financial Management LLC2026-03-312026-08-29445$95,083None
Cornerstone Financial Management LLC2025-12-312026-08-29445$93,601None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2913,112$2,467,130None
Corient Private Wealth LP2026-06-302026-08-28446,355$108,210,050None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2825$6,087None
Wellington Grp LLC2026-06-302026-08-271,066$258,430None
Legacy Edge Advisors, LLC2025-09-302026-08-27219,123$44,611,252None
HORAN Wealth, LLC2026-06-302026-08-273,436$833,051None
Dakota Wealth Management2025-09-302026-08-274,807$978,701None
Dakota Wealth Management2025-12-312026-08-276,511$1,369,482None
Dakota Wealth Management2026-03-312026-08-276,313$1,348,837None
Redwood Investment Management, LLC2025-09-302026-08-271,183$241,000None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-266,175$1,298,840None
Financial Insights, Inc.2026-06-302026-08-263,078$746,200None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2616,320$3,956,484None
Bernard Wealth Management Corp.2026-06-302026-08-22443$107,397None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-226,728$1,631,061None
Layline Advisors, LLC2026-06-302026-08-211,373$332,886None
Harvest Fund Management Co., Ltd2026-06-302026-08-2121$5,000None
Rehmann Capital Advisory Group2026-06-302026-08-2124,249$5,871,344None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-21918$222,551None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21450$109,094None
Bullock Wealth Management Group2026-06-302026-08-2046$11,338None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-20985$238,794None
Kingsview Wealth Management, LLC2026-06-302026-08-2035,076$8,503,454None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-201,112$237,602None
Archer Investment Corp2026-06-302026-08-202,527$612,528None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-201,548$375,282None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2021,373$5,181,456None
Field & Main Bank2026-06-302026-08-20400$96,972None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20257,408$62,403,631None
Beacon Pointe Advisors, LLC2026-06-302026-08-19261,551$63,407,856None
Copia Wealth Management2026-06-302026-08-19626$151,761None
Twin Lakes Capital Management, LLC2026-06-302026-08-19119$28,940None
Orion Capital Management LLC2026-06-302026-08-191,274$308,856None
Glenview Trust Co2026-06-302026-08-192,301$557,831None
Glenview Trust Co2026-06-302026-08-1913,399$3,248,319None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-1911,983$2,905,039None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19454$110,000None
Legacy Edge Advisors, LLC2025-06-302026-08-18201,390$39,115,980None
Legacy Edge Advisors, LLC2025-03-312026-08-18173,658$32,675,489None
Legacy Edge Advisors, LLC2024-09-302026-08-18132,241$25,099,342None
Legacy Edge Advisors, LLC2024-06-302026-08-18113,681$19,833,924None
Legacy Edge Advisors, LLC2024-03-312026-08-18101,825$18,237,876None
Legacy Edge Advisors, LLC2024-12-312026-08-18167,840$30,991,656None
Legacy Edge Advisors, LLC2023-12-312026-08-1890,027$14,876,962None
Maxele Advisors, LLC2026-06-302026-08-187,430$1,801,350None
Coastal Bridge Advisors, LLC2026-06-302026-08-182,654$643,455None
Caitlin John, LLC2026-06-302026-08-18260$63,032None

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 ↗Wellington Grp LLC ↗Legacy Edge Advisors, LLC ↗HORAN Wealth, LLC ↗Dakota Wealth Management ↗

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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