Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 32 filers reported holding ISHARES TR in Q3 2023. 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
Q3 2020$460,000
-68.1%
15,500
-70.0%
0.11%
-72.8%
Q2 2020$1,440,000
-17.7%
51,685
-29.2%
0.42%
-30.5%
Q1 2020$1,749,000
+294.8%
73,010
+413.3%
0.60%
+167.7%
Q4 2019$443,000
-51.7%
14,225
-55.0%
0.22%
-51.9%
Q3 2019$917,00031,6250.46%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 316,217$12,390,0007.86%
ARQ WEALTH ADVISORS, LLC 140,333$5,499,0003.91%
DGS Capital Management, LLC 125,353$4,912,0003.06%
Coulter & Justus Financial Services, LLC 66,903$2,621,0002.06%
Darwin Wealth Management, LLC 267,468$10,019,0001.58%
Camarda Financial Advisors, LLC 51,882$2,033,0001.15%
SYM FINANCIAL Corp 49,556$1,942,0000.76%
Klaas Financial Asset Advisors, LLC 62,926$2,466,0000.56%
Independent Wealth Network Inc. 14,396$564,0000.35%
Burt Wealth Advisors 27,023$1,059,0000.35%
View complete list of ISHARES TR shareholders