Public ownership evidence

iShares Russell Mid-Cap Value ETF (IWS) Ownership Disclosures

Read IWS 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 Mid-Cap 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
82
Value (USD)
$13,537
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 IWS fundamentals

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

Read IWS 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 LLC2026-06-302026-08-2982$13,537None
Cornerstone Financial Management LLC2026-03-312026-08-2911$1,603None
Cornerstone Financial Management LLC2025-12-312026-08-2911$1,552None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2913,398$1,687,695None
Corient Private Wealth LP2026-06-302026-08-28138,168$22,742,395None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28475$78,185None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28475$69,227None
Legacy Edge Advisors, LLC2025-09-302026-08-2757,798$8,072,647None
Advus Financial Partners, LLC2022-03-312026-08-261,865$223,129None
Advus Financial Partners, LLC2021-09-302026-08-263,591$439,467None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-221,623$267,188None
Rehmann Capital Advisory Group2026-06-302026-08-216,325$1,041,203None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2116$2,634None
Bullock Wealth Management Group2026-06-302026-08-2087$14,421None
Kingsview Wealth Management, LLC2026-06-302026-08-2012,789$2,105,032None
Archer Investment Corp2026-06-302026-08-20502$82,629None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-203,114$512,565None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2017,761$2,923,457None
Field & Main Bank2026-06-302026-08-20134$22,056None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2046,547$7,661,590None
Beacon Pointe Advisors, LLC2026-06-302026-08-1918,262$3,005,949None
Copia Wealth Management2026-06-302026-08-19308$50,697None
Glenview Trust Co2026-06-302026-08-191,340$220,564None
Glenview Trust Co2026-06-302026-08-196,420$1,056,732None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-195,002$823,329None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19128$21,000None
Kimelman & Baird, LLC2026-06-302026-08-19284$46,747None
Jacobs Equity LLC2026-06-302026-08-185,635$927,521None
Legacy Edge Advisors, LLC2025-06-302026-08-1858,243$7,696,230None
Legacy Edge Advisors, LLC2025-03-312026-08-18140,919$17,751,566None
Legacy Edge Advisors, LLC2024-09-302026-08-18141,967$18,775,136None
Legacy Edge Advisors, LLC2024-06-302026-08-18130,732$15,784,582None
Legacy Edge Advisors, LLC2024-03-312026-08-18126,248$15,822,662None
Legacy Edge Advisors, LLC2024-12-312026-08-18138,058$17,826,049None
Legacy Edge Advisors, LLC2023-12-312026-08-18124,956$14,531,138None
Strive Financial Group ,LLC2026-06-302026-08-18535$88,061None
Coastal Bridge Advisors, LLC2026-06-302026-08-183,211$528,531None
Parvin Asset Management, LLC2026-06-302026-08-18691$113,739None
Ruggaard & Associates LLC2026-06-302026-08-181,894$311,752None
Corient Private Wealth LP2026-06-302026-08-18140,662$23,153,111None
FSA Advisors, Inc.2026-06-302026-08-182,051$337,689None
Pure Financial Advisors, LLC2026-06-302026-08-1810,360$1,705,297None
Transamerica Financial Advisors, LLC2026-06-302026-08-18568$93,615None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-188,191$1,348,381None
Equitable Holdings, Inc.2026-06-302026-08-1842,307$6,963,775None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,299$214,000None
Forum Finance Group S.A.2026-06-302026-08-15285$38,000None
AMERIFLEX GROUP, INC.2026-06-302026-08-1585$14,021None
10Elms LLP2026-06-302026-08-1537$6,090None
Synergy Investment Management, LLC2026-06-302026-08-151,056$173,817None

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 ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

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.