Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 444 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,148,692
+77.5%
101,472
+77.3%
0.35%
+69.3%
Q2 2023$2,900,097
-2.3%
57,235
-2.4%
0.20%
-10.1%
Q1 2023$2,967,10458,6500.23%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MV CAPITAL MANAGEMENT, INC. 1,090,778$54,861,00012.91%
Elmwood Wealth Management, Inc. 171,816$8,641,0007.01%
LANDAAS & CO /WI /ADV 162,385$8,167,0006.49%
Arbor Investment Advisors, LLC 407,407$20,491,0005.65%
Lionsbridge Wealth Management LLC 74,059$3,724,0004.19%
Laurel Wealth Advisors LLC 162,619$8,179,0002.69%
Ifrah Financial Services, Inc. 102,758$5,168,0001.88%
Capital Wealth Alliance, LLC 31,963$1,607,0001.67%
FinTrust Capital Advisors, LLC 40,035$2,014,0000.76%
WINTRUST INVESTMENTS LLC 72,722$3,658,0000.51%
View complete list of ISHARES TR shareholders