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Public ownership evidence

iShares Russell Mid-Cap ETF (IWR) Ownership Disclosures

Read IWR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

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 LLC2026-06-302026-08-2910$1,103None
Cornerstone Financial Management LLC2026-03-312026-08-2925$2,431None
Cornerstone Financial Management LLC2025-12-312026-08-2925$2,407None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2950,654$4,309,166None
Corient Private Wealth LP2026-06-302026-08-28537,202$59,264,223None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28358$39,495None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28107$10,404None
Legacy Edge Advisors, LLC2025-09-302026-08-27304,420$29,391,751None
HORAN Wealth, LLC2026-06-302026-08-2721,020$2,318,902None
Dakota Wealth Management2025-09-302026-08-27375,324$36,237,503None
Dakota Wealth Management2025-12-312026-08-27370,981$35,714,343None
Dakota Wealth Management2026-03-312026-08-27320,317$31,144,460None
Advus Financial Partners, LLC2026-06-302026-08-262,356$259,914None
Advus Financial Partners, LLC2026-03-312026-08-262,356$229,074None
Advus Financial Partners, LLC2025-12-312026-08-262,356$226,812None
Advus Financial Partners, LLC2025-09-302026-08-262,356$227,472None
Advus Financial Partners, LLC2025-06-302026-08-262,376$218,521None
Advus Financial Partners, LLC2025-03-312026-08-262,365$201,191None
Advus Financial Partners, LLC2024-12-312026-08-262,366$209,154None
Advus Financial Partners, LLC2024-09-302026-08-262,366$208,539None
Advus Financial Partners, LLC2022-12-312026-08-263,672$247,676None
Advus Financial Partners, LLC2022-09-302026-08-264,009$249,159None
Advus Financial Partners, LLC2022-06-302026-08-264,009$259,222None
Advus Financial Partners, LLC2022-03-312026-08-264,009$312,862None
Advus Financial Partners, LLC2021-09-302026-08-264,009$332,787None
Kirkwood Financial Services2026-06-302026-08-264,636$511,485None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-263,722$410,611None
Strategic Financial Services, Inc.2026-06-302026-08-252,104$232,113None
Forefront Wealth Partners, LLC2026-06-302026-08-2123,781$2,623,557None
Rehmann Capital Advisory Group2026-06-302026-08-218,948$987,229None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21932$102,818None
Kingsview Wealth Management, LLC2026-06-302026-08-2055,749$6,150,282None
Archer Investment Corp2026-06-302026-08-2067$7,391None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2057,121$6,301,591None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20529,564$58,421,493None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20315,126$34,764,690None
Sankala Group LLC2026-06-302026-08-19112$12,696None
Beacon Pointe Advisors, LLC2026-06-302026-08-19323,153$35,650,257None
Copia Wealth Management2026-06-302026-08-19584$64,427None
Denver PWM, LLC2026-06-302026-08-1917,588$2,019,433None
Glenview Trust Co2026-06-302026-08-1920,783$2,292,780None
Glenview Trust Co2026-06-302026-08-191,387,245$153,040,868None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-19136,560$15,065,332None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1971$8,000None
Legacy Edge Advisors, LLC2025-06-302026-08-18275,347$25,323,664None
Legacy Edge Advisors, LLC2025-03-312026-08-1836,223$3,081,491None
Legacy Edge Advisors, LLC2024-09-302026-08-1833,299$2,934,974None
Legacy Edge Advisors, LLC2024-06-302026-08-1831,172$2,527,426None
Legacy Edge Advisors, LLC2024-03-312026-08-1826,570$2,234,271None
Legacy Edge Advisors, LLC2024-12-312026-08-1835,664$3,153,768None

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 ↗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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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.