Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 38 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$959,000
+37.2%
17,822
+46.7%
0.08%
+37.3%
Q4 2021$699,000
+42.4%
12,146
+50.9%
0.06%
+7.3%
Q3 2021$491,000
+2.9%
8,049
+11.0%
0.06%
-3.5%
Q2 2021$477,000
-1.2%
7,253
-5.6%
0.06%
-26.0%
Q1 2021$483,0007,6820.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 43,837$1,875,2720.42%
Values Added Financial LLC 9,950$425,6440.39%
ONE Advisory Partners, LLC 9,125$390,3520.23%
Keebeck Wealth Management, LLC 28,813$1,232,5710.22%
Glass Jacobson Investment Advisors llc 8,985$384,3560.18%
W ADVISORS, LLC 4,788$204,8230.17%
TCWP LLC 5,124$219,1870.17%
My Legacy Advisors, LLC 6,353$266,3810.11%
High Falls Advisors, Inc 8,197$350,6540.10%
WEALTHSOURCE PARTNERS, LLC 33,305$1,424,7310.10%
View complete list of ISHARES TR shareholders