Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,439,451
+6.2%
13,009
+7.6%
0.30%
+1.0%
Q2 2023$4,181,360
+436.5%
12,088
+372.6%
0.30%
+393.3%
Q1 2023$779,423
-39.7%
2,558
-21.0%
0.06%
-58.9%
Q3 2021$1,292,000
-6.3%
3,238
-8.5%
0.15%
-12.0%
Q2 2021$1,379,000
+24.8%
3,538
+9.3%
0.17%
-6.2%
Q1 2021$1,105,000
-3.6%
3,2380.0%0.18%
-26.2%
Q4 2020$1,146,000
+43.1%
3,238
+25.6%
0.24%
+21.8%
Q3 2020$801,000
+9.4%
2,5770.0%0.20%
-6.6%
Q2 2020$732,000
+35.1%
2,5770.0%0.21%
+14.1%
Q1 2020$542,000
+144.1%
2,577
+170.4%
0.18%
+65.2%
Q4 2019$222,000
+9.9%
9530.0%0.11%
+9.8%
Q3 2019$202,0009530.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders