Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 179 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$434,806
-4.3%
1,760
-0.9%
0.03%
-9.4%
Q2 2023$454,289
-42.6%
1,776
-44.6%
0.03%
-47.5%
Q1 2023$792,017
-7.6%
3,204
+0.0%
0.06%
-27.4%
Q4 2022$857,545
-2.3%
3,203
-6.9%
0.08%
-8.7%
Q3 2022$878,0000.0%3,4400.0%0.09%
+10.8%
Q2 2022$878,000
-62.3%
3,440
-58.2%
0.08%
-57.7%
Q1 2022$2,330,000
-2.5%
8,2360.0%0.20%
-2.5%
Q4 2021$2,390,000
+20.3%
8,236
+6.1%
0.20%
-10.3%
Q3 2021$1,986,000
-4.0%
7,7640.0%0.22%
-9.7%
Q2 2021$2,068,000
-1.1%
7,764
-6.5%
0.25%
-25.7%
Q1 2021$2,090,000
+12.7%
8,304
+5.0%
0.33%
-13.9%
Q4 2020$1,855,000
+53.2%
7,905
+31.7%
0.39%
+30.2%
Q3 2020$1,211,000
+2.8%
6,001
-1.7%
0.30%
-12.4%
Q2 2020$1,178,000
+15.7%
6,1070.0%0.34%
-2.3%
Q1 2020$1,018,000
-14.6%
6,107
+2.8%
0.35%
-42.1%
Q4 2019$1,192,000
+183.8%
5,939
+128.8%
0.60%
+182.2%
Q3 2019$420,000
+20.3%
2,596
+27.3%
0.21%
-37.2%
Q2 2019$349,0002,0390.34%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 18,785$4,623,0501.21%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Mason & Associates Inc 14,223$3,500,3051.12%
Wharton Business Group, LLC 67,110$16,5160.92%
Thrive Capital Management, LLC 6,542$1,609,9830.89%
BANK HAPOALIM BM 20,261$4,9860.81%
Financial Freedom, LLC 3,702$911,1540.65%
Carl P. Sherr & Co., LLC 3,381$832,0640.56%
GARRISON POINT ADVISORS, LLC 2,407$592,3630.46%
FIRST NATIONAL CORP /MA/ /ADV 5,221$1,284,8880.34%
View complete list of ISHARES TR shareholders