Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$493,284
+6.8%
16,361
+9.5%
0.03%0.0%
Q2 2023$461,970
-3.9%
14,936
-3.0%
0.03%
-10.8%
Q1 2023$480,819
+96.9%
15,401
+92.5%
0.04%
+54.2%
Q4 2022$244,240
-3.5%
8,0000.0%0.02%
-7.7%
Q3 2022$253,000
-5.6%
8,000
-2.0%
0.03%
+4.0%
Q2 2022$268,000
-26.6%
8,165
-18.7%
0.02%
-19.4%
Q1 2022$365,000
+54.7%
10,040
+67.3%
0.03%
+55.0%
Q4 2021$236,000
+7.3%
6,000
+4.6%
0.02%
-56.5%
Q4 2020$220,000
-43.4%
5,737
-44.6%
0.05%
-76.5%
Q4 2019$389,000
-9.1%
10,355
-9.3%
0.20%
-9.7%
Q3 2019$428,000
+0.9%
11,416
-0.8%
0.22%
-47.3%
Q2 2019$424,000
-6.2%
11,509
-7.0%
0.41%
+6.7%
Q1 2019$452,000
+68.0%
12,380
+57.6%
0.39%
+43.5%
Q4 2018$269,0007,8550.27%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders