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 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
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 Q4 2020
NameSharesValueWeighting ↓
ARQ WEALTH ADVISORS, LLC 138,899$4,676,0002.94%
Camarda Financial Advisors, LLC 52,618$1,771,0001.49%
Klaas Financial Asset Advisors, LLC 124,114$4,178,0000.90%
SYM FINANCIAL Corp 31,425$1,058,0000.78%
Darwin Wealth Management, LLC 88,030$2,963,0000.56%
WADDELL & ASSOCIATES, LLC 29,370$989,0000.23%
Insight Advisors, LLC/ PA 8,996$303,0000.12%
1900 WEALTH MANAGEMENT LLC 8,570$288,0000.03%
Colonial Trust Advisors 6,096$205,0000.03%
Equitable Holdings, Inc. 11,586$390,0000.01%
View complete list of ISHARES TR shareholders