Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 320 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$2,699,065
+475.7%
59,582
+499.5%
0.18%
+451.5%
Q2 2023$468,823
-46.4%
9,939
-45.4%
0.03%
-50.7%
Q1 2023$874,740
-1.2%
18,201
-3.9%
0.07%
-22.1%
Q4 2022$885,67618,9490.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 248,639$14,058,0005.73%
Private Ocean, LLC 294,696$16,662,0003.36%
Financial Network Wealth Management LLC 56,162$3,175,0002.49%
RETIREMENT CAPITAL STRATEGIES 83,333$4,712,0001.91%
PALLADIEM, LLC 33,876$1,915,0001.79%
tru Independence LLC 9,784$553,187,0001.00%
Apella Capital, LLC 46,068$2,605,0000.91%
Stonehearth Capital Management, LLC 20,508$1,160,0000.65%
Mascoma Wealth Management LLC 19,988$1,130,0000.56%
Affinity Capital Advisors, LLC 22,635$1,280,0000.52%
View complete list of ISHARES TR shareholders