Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 221 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$247,000
-19.3%
5,750
-14.8%
0.02%
-19.2%
Q4 2021$306,000
+1.3%
6,7500.0%0.03%
-23.5%
Q3 2021$302,000
-0.7%
6,7500.0%0.03%
-8.1%
Q2 2021$304,000
+3.8%
6,7500.0%0.04%
-21.3%
Q1 2021$293,000
-72.8%
6,750
-73.0%
0.05%
-79.1%
Q4 2020$1,078,00024,9670.22%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Weaver Consulting Group 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders