Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 117 filers reported holding ISHARES TR in Q1 2021. 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$213,703
-5.2%
3,5600.0%0.01%
-12.5%
Q2 2023$225,312
+4.4%
3,5600.0%0.02%
-5.9%
Q1 2023$215,878
+3.4%
3,5600.0%0.02%
-15.0%
Q4 2022$208,865
+4.4%
3,5600.0%0.02%
+5.3%
Q2 2022$200,000
-16.3%
3,5600.0%0.02%
-5.0%
Q1 2022$239,000
-5.5%
3,5600.0%0.02%
-4.8%
Q4 2021$253,000
+7.2%
3,5600.0%0.02%
-22.2%
Q3 2021$236,000
-0.8%
3,5600.0%0.03%
-6.9%
Q2 2021$238,000
+6.7%
3,560
+300.0%
0.03%
-19.4%
Q1 2021$223,000
+7.2%
8900.0%0.04%
-16.3%
Q4 2020$208,000
+2.0%
890
-9.0%
0.04%
-58.3%
Q4 2019$204,000
-57.1%
978
-59.3%
0.10%
-57.1%
Q3 2019$475,000
+1.9%
2,4030.0%0.24%
-47.0%
Q2 2019$466,000
+3.1%
2,4030.0%0.45%
+17.4%
Q1 2019$452,000
+4.6%
2,403
-10.1%
0.39%
-10.6%
Q4 2018$432,0002,6730.43%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders