Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$758,717
-25.7%
15,606
-13.7%
0.05%
-29.2%
Q2 2023$1,021,158
-15.7%
18,086
-19.4%
0.07%
-22.6%
Q1 2023$1,211,711
-3.8%
22,447
-6.3%
0.09%
-24.4%
Q4 2022$1,259,020
+349.6%
23,949
+303.2%
0.12%
+324.1%
Q3 2022$280,000
-5.1%
5,940
+1.3%
0.03%
+3.6%
Q2 2022$295,000
-82.9%
5,862
-79.3%
0.03%
-80.7%
Q1 2022$1,727,000
-12.2%
28,339
-5.1%
0.14%
-12.1%
Q4 2021$1,967,000
+3.7%
29,875
-1.1%
0.16%
-22.9%
Q3 2021$1,896,000
-5.5%
30,210
+443.5%
0.21%
-11.2%
Q2 2021$2,006,000
-16.6%
5,558
-23.7%
0.24%
-37.4%
Q1 2021$2,406,000
+0.8%
7,284
-0.1%
0.38%
-22.8%
Q4 2020$2,387,000
+31.4%
7,293
+20.3%
0.50%
+11.9%
Q3 2020$1,816,000
+12.2%
6,061
-0.8%
0.45%
-4.5%
Q2 2020$1,618,000
+101.7%
6,111
+71.7%
0.47%
+70.4%
Q1 2020$802,000
+8.4%
3,559
+27.1%
0.27%
-26.5%
Q4 2019$740,000
+4.5%
2,801
-2.2%
0.37%
+4.2%
Q3 2019$708,000
+97.8%
2,865
+92.7%
0.36%
+2.9%
Q2 2019$358,0001,4870.35%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders