Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 205 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$287,359
-2.8%
3,8720.0%0.02%
-9.5%
Q2 2023$295,684
+5.2%
3,8720.0%0.02%
-4.5%
Q1 2023$281,202
+22.2%
3,872
+16.9%
0.02%0.0%
Q4 2022$230,1013,3120.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders