Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$890,000
-15.9%
10,6130.0%0.08%
-5.6%
Q1 2022$1,058,000
-7.0%
10,613
-1.3%
0.09%
-7.3%
Q4 2021$1,138,000
+6.3%
10,751
+0.2%
0.10%
-20.7%
Q3 2021$1,071,000
-0.9%
10,726
+0.4%
0.12%
-6.9%
Q2 2021$1,081,000
+6.4%
10,685
+0.0%
0.13%
-20.2%
Q1 2021$1,016,000
+240.9%
10,684
+186.5%
0.16%
+123.3%
Q3 2020$298,000
+10.8%
3,729
+1.9%
0.07%
-6.4%
Q2 2020$269,000
-54.1%
3,658
-61.0%
0.08%
-61.0%
Q1 2020$586,000
+104.2%
9,373
+158.4%
0.20%
+37.9%
Q4 2019$287,000
+8.7%
3,628
+1.2%
0.14%
+8.2%
Q3 2019$264,0000.0%3,5850.0%0.13%
-47.9%
Q2 2019$264,000
+3.5%
3,585
+1.2%
0.26%
+17.9%
Q1 2019$255,000
+12.3%
3,541
+0.1%
0.22%
-4.0%
Q4 2018$227,0003,5390.23%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders