Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 128 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 2023$567,120
-7.5%
10,200
-4.4%
0.04%
-11.6%
Q2 2023$613,065
-31.5%
10,675
-32.5%
0.04%
-37.7%
Q1 2023$894,372
+5.4%
15,8100.0%0.07%
-16.9%
Q4 2022$848,52315,8100.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Blue Trust, Inc. 4,819,677$276,7944.22%
Municipal Employees' Retirement System of Michigan 4,476,690$248,9043.46%
Elm Partners Management LLC 549,219$30,536,5663.16%
Mandatum Life Insurance Co Ltd 102,145$5,679,2622.37%
Integris Wealth Management, LLC 90,451$5,029,0761.65%
Financial Gravity Asset Management, Inc. 558,350$137,143,8111.51%
Columbus Macro, LLC 56,496$3,141,1771.32%
Blue Edge Capital, LLC 109,703$6,099,4871.28%
Millington Financial Advisors, LLC 25,228$1,402,6881.26%
Smithfield Trust Co 313,500$17,4241.07%
View complete list of ISHARES TR shareholders