Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$275,527
-56.7%
12,501
-55.0%
0.02%
-57.8%
Q2 2023$636,270
-62.9%
27,785
-62.2%
0.04%
-65.9%
Q1 2023$1,716,980
+560.1%
73,438
+541.5%
0.13%
+428.0%
Q4 2022$260,099
-88.4%
11,448
-88.4%
0.02%
-89.4%
Q3 2022$2,251,000
+24.4%
98,932
+30.7%
0.24%
+37.4%
Q2 2022$1,809,000
-3.3%
75,716
+0.8%
0.17%
+8.9%
Q1 2022$1,870,000
-45.6%
75,079
-41.7%
0.16%
-45.7%
Q4 2021$3,437,000
-18.4%
128,835
-18.9%
0.29%
-39.3%
Q3 2021$4,212,000
+2.2%
158,785
+2.5%
0.48%
-3.8%
Q2 2021$4,121,000
+71.5%
154,947
+68.8%
0.50%
+28.9%
Q1 2021$2,403,000
+47.5%
91,772
+53.4%
0.38%
+12.9%
Q4 2020$1,629,000
-31.5%
59,810
-29.7%
0.34%
-41.8%
Q3 2020$2,378,000
+0.3%
85,090
+0.5%
0.58%
-14.6%
Q2 2020$2,370,000
+63.0%
84,673
+63.1%
0.68%
+37.6%
Q1 2020$1,454,00051,9210.50%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders