Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$404,710
-8.8%
5,582
-5.7%
0.03%
-12.9%
Q2 2023$443,775
+4.3%
5,917
-0.5%
0.03%
-6.1%
Q1 2023$425,413
-2.0%
5,949
-6.4%
0.03%
-21.4%
Q4 2022$433,910
-16.9%
6,353
-23.3%
0.04%
-22.2%
Q3 2022$522,000
-12.4%
8,287
-11.5%
0.05%
-3.6%
Q2 2022$596,000
-49.4%
9,362
-38.6%
0.06%
-43.4%
Q1 2022$1,178,000
+7.7%
15,246
+18.7%
0.10%
+7.6%
Q4 2021$1,094,00012,8390.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders