Robertson Stephens Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 56 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$439,623
+15.4%
8,065
+16.2%
0.04%
+7.5%
Q3 2022$381,000
-9.3%
6,941
-3.9%
0.04%0.0%
Q2 2022$420,000
-66.6%
7,226
-64.8%
0.04%
-62.3%
Q1 2022$1,259,000
+8.1%
20,522
-12.9%
0.11%
+8.2%
Q4 2021$1,165,00023,5590.10%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Alaska Permanent Capital Management 744,853$38,416,7373.40%
Octavia Wealth Advisors, LLC 293,902$15,138,8923.07%
Horizons Wealth Management 78,073$4,021,5532.93%
Alaska Wealth Advisors 307,903$15,860,0842.53%
Intrepid Financial Planning Group LLC 73,489$3,785,4181.96%
Disciplina Capital Management LLC 78,897$4,063,9840.84%
FDx Advisors, Inc. 103,277$5,3200.44%
Strategic Advocates LLC 17,306$891,4320.42%
Wolf Group Capital Advisors 11,019$567,5890.27%
Evergreen Wealth Solutions, LLC 4,700$242,0970.24%
View complete list of ISHARES U S ETF TR shareholders