Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$459,227
+5.4%
5,117
+11.7%
0.03%0.0%
Q2 2023$435,715
-85.5%
4,582
-85.7%
0.03%
-86.6%
Q1 2023$3,007,840
+5.4%
32,138
+2.8%
0.23%
-16.9%
Q4 2022$2,853,772
+17.6%
31,253
+6.1%
0.28%
+9.9%
Q3 2022$2,427,000
-33.9%
29,447
-28.6%
0.25%
-27.1%
Q2 2022$3,674,000
+117.0%
41,268
+149.5%
0.35%
+144.4%
Q1 2022$1,693,000
-1.5%
16,543
+0.6%
0.14%
-2.1%
Q4 2021$1,718,000
+47.6%
16,443
+42.1%
0.14%
+10.7%
Q3 2021$1,164,000
-7.4%
11,572
-3.0%
0.13%
-13.2%
Q2 2021$1,257,000
+7.3%
11,925
+2.6%
0.15%
-19.3%
Q1 2021$1,171,000
+150.2%
11,625
+101.6%
0.19%
+90.8%
Q4 2020$468,000
+75.3%
5,765
+164.3%
0.10%
+48.5%
Q3 2020$267,0002,1810.07%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders