Public ownership evidence

iShares Russell 3000 ETF (IWV) Ownership Disclosures

Read IWV 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 3000 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Alternative Investment Advisors, LLC.
Report period
2026-06-30
Available
2026-09-01
Reported shares
832
Value (USD)
$354,826
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 0001172661-26-004258
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 IWV fundamentals

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

Read IWV 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.

Show the table · 0 rows, 6 columns

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.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Alternative Investment Advisors, LLC.2026-06-302026-09-01832$354,826None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-292,269$720,738None
Corient Private Wealth LP2026-06-302026-08-28216,236$92,203,196None
Dakota Wealth Management2025-09-302026-08-271,868$707,860None
Dakota Wealth Management2025-12-312026-08-274,964$1,920,324None
Dakota Wealth Management2026-03-312026-08-274,697$1,741,084None
Rehmann Capital Advisory Group2026-06-302026-08-211,553$662,269None
Kingsview Wealth Management, LLC2026-06-302026-08-203,024$1,289,492None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20242,291$103,312,831None
Beacon Pointe Advisors, LLC2026-06-302026-08-19125,851$53,662,992None
Copia Wealth Management2026-06-302026-08-19117$49,889None
JDM Financial Group LLC2026-06-302026-08-1973$31,074None
Glenview Trust Co2026-06-302026-08-192,792$1,190,508None
SwitchPoint Financial Planning, LLC2026-06-302026-08-18634$270,338None
Corient Private Wealth LP2026-06-302026-08-18217,463$92,725,876None
Blue Edge Capital, LLC2026-06-302026-08-182,344$999,482None
Empowered Funds, LLC2026-06-302026-08-183,454$1,472,786None
Pure Financial Advisors, LLC2026-06-302026-08-184,742$2,021,942None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1841,483$17,695,723None
American Family Investments, Inc.2026-06-302026-08-181,627,426$693,934,446None
Equitable Holdings, Inc.2026-06-302026-08-1812,133$5,173,584None
Proficio Capital Partners LLC2026-06-302026-08-18143,298$61,102,131None
Steelhead Wealth Management LLC2026-06-302026-08-152,387$1,017,000None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1534$14,498None
Synergy Investment Management, LLC2026-06-302026-08-15518$220,875None
Murphy & Mullick Capital Management Corp2026-06-302026-08-1510$4,264None
Bawa N Mallick Trust2026-06-302026-08-15700$298,480None
Glen Eagle Advisors, LLC2026-06-302026-08-1530$12,792None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15106$45,198None
Modern Wealth Management, LLC2026-06-302026-08-157,680$3,274,752None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1530$12,792None
Basecamp Wealth Advisors LLC2026-06-302026-08-1512,875$5,489,900None
Mutual Advisors, LLC2026-06-302026-08-15568$242,334None
Kera Capital Partners, Inc.2026-06-302026-08-15764$325,770None
Nemes Rush Group LLC2026-06-302026-08-151$426None
Empire Financial Management Company, LLC2026-06-302026-08-15634$270,337None
Perennial Investment Advisors, LLC2026-06-302026-08-15918$391,687None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-15698$297,627None
Ameritas Advisory Services, LLC2026-06-302026-08-1518,837$8,032,097None
NFSG Corp2026-06-302026-08-152$855None
Delos Wealth Advisors, LLC2026-06-302026-08-1528$11,940None
FWG Holdings, LLC2026-06-302026-08-151,684$708,278None
Prestige Wealth Management Group LLC2026-06-302026-08-15407$173,620None
Western Wealth Management, LLC2026-06-302026-08-15794$338,489None
Frisch Financial Group, Inc.2026-06-302026-08-15783$333,871None
SYON CAPITAL LLC2026-06-302026-08-153,639$1,551,670None
Foundations Investment Advisors, LLC2026-06-302026-08-15477$203,399None
Qube Research & Technologies Ltd2026-06-302026-08-15627$267,353None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-152,640$1,125,696None
IFG Advisory, LLC2026-06-302026-08-152,603$1,109,873None

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

Alternative Investment Advisors, LLC. ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

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.