Public ownership evidence

iShares Russell 2000 ETF (IWM) Ownership Disclosures

Read IWM 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 2000 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Arbor Wealth Management LLC\AZ
Report period
2025-12-31
Available
2026-09-01
Reported shares
40
Value (USD)
$9,846
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 0002149091-26-000002
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 IWM fundamentals

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

Read IWM 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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Arbor Wealth Management LLC\AZ2025-12-312026-09-0140$9,846None
Provida Pension Fund Administrator2026-03-312026-08-29104,032$25,799,936None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2919,755$3,941,001None
Corient Private Wealth LP2026-06-302026-08-28524,135$157,477,148None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-2829,608$8,903,647None
Redwood Investment Management, LLC2024-12-312026-08-28623,612$137,793,000None
Redwood Investment Management, LLC2025-03-312026-08-28468,171$93,395,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-282,278$684,425None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,003$248,744None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2819,992$4,921,256None
Legacy Edge Advisors, LLC2025-09-302026-08-2713,141$3,179,596None
HORAN Wealth, LLC2026-06-302026-08-276,587$1,978,944None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-274,818$1,194,864None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-274,793$1,179,845None
Dakota Wealth Management2025-09-302026-08-27165,492$40,042,442None
Dakota Wealth Management2025-12-312026-08-27165,963$40,853,468None
Dakota Wealth Management2026-03-312026-08-27148,165$36,744,902None
Redwood Investment Management, LLC2025-06-302026-08-2721,547$4,650,000None
Redwood Investment Management, LLC2025-09-302026-08-2726,146$6,326,000None
Redwood Investment Management, LLC2025-12-312026-08-2730,212$7,437,000None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-2718,497$4,587,282None
Advus Financial Partners, LLC2026-06-302026-08-262,593$779,019None
Advus Financial Partners, LLC2026-03-312026-08-262,994$742,418None
Advus Financial Partners, LLC2025-12-312026-08-262,614$643,574None
Advus Financial Partners, LLC2025-09-302026-08-262,667$645,411None
Advus Financial Partners, LLC2025-06-302026-08-262,714$585,637None
Advus Financial Partners, LLC2025-03-312026-08-263,549$708,043None
Advus Financial Partners, LLC2024-12-312026-08-262,501$552,621None
Advus Financial Partners, LLC2024-09-302026-08-262,501$552,446None
Advus Financial Partners, LLC2024-06-302026-08-262,490$505,196None
Advus Financial Partners, LLC2024-03-312026-08-262,490$523,647None
Advus Financial Partners, LLC2023-12-312026-08-262,569$515,624None
Advus Financial Partners, LLC2023-09-302026-08-262,509$443,505None
Advus Financial Partners, LLC2023-06-302026-08-263,840$719,154None
Advus Financial Partners, LLC2023-03-312026-08-263,989$711,665None
Advus Financial Partners, LLC2022-12-312026-08-264,387$764,876None
Advus Financial Partners, LLC2022-09-302026-08-264,429$730,436None
Advus Financial Partners, LLC2022-06-302026-08-264,423$749,079None
Advus Financial Partners, LLC2022-03-312026-08-264,428$908,846None
Advus Financial Partners, LLC2021-09-302026-08-264,417$982,616None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-261,003$301,351None
Strategic Financial Services, Inc.2026-06-302026-08-251,002$301,051None
Bernard Wealth Management Corp.2026-06-302026-08-225,881$1,766,947None
Kings Path Partners LLC2026-03-312026-08-22330$81,840None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-221,171$351,827None
Forefront Wealth Partners, LLC2026-06-302026-08-21673$202,222None
Layline Advisors, LLC2026-06-302026-08-211,660$498,650None
Rehmann Capital Advisory Group2026-06-302026-08-2121,314$6,403,799None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-212,094$629,142None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21538$161,642None

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

Arbor Wealth Management LLC\AZ ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗BOSTON RESEARCH & MANAGEMENT INC ↗

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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