Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 242 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.2%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$369,000
-33.0%
10,916
-28.5%
0.04%
-23.9%
Q1 2022$551,000
+20.6%
15,269
-8.2%
0.05%
+21.1%
Q4 2021$457,000
-11.3%
16,625
-13.4%
0.04%
-34.5%
Q3 2021$515,00019,2060.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders