Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

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 Q4 2020
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders