Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$263,000
-24.9%
2,383
-25.0%
0.02%
-45.0%
Q3 2021$350,000
-6.2%
3,177
-6.1%
0.04%
-11.1%
Q2 2021$373,000
-49.6%
3,383
-49.5%
0.04%
-61.9%
Q1 2021$740,000
-20.0%
6,698
-20.0%
0.12%
-38.9%
Q4 2020$925,000
-32.9%
8,372
-32.7%
0.19%
-43.1%
Q3 2020$1,378,000
-38.0%
12,449
-38.0%
0.34%
-47.1%
Q2 2020$2,221,000
-26.1%
20,064
-25.9%
0.64%
-37.6%
Q1 2020$3,006,00027,0741.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders