Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

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 Q1 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 506,665$11,511,43915.75%
Nationwide Fund Advisors 5,175,512$117,587,63312.03%
ACCESS FINANCIAL SERVICES, INC. 711,312$16,161,0099.87%
PRUDENT INVESTORS NETWORK, INC. 845,286$19,204,8989.07%
Spectrum Asset Management, Inc. (NB/CA) 820,369$18,638,7859.04%
SCS Capital Management LLC 11,442,736$259,9797.65%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,356,953$98,989,9787.56%
FFG RETIREMENT ADVISORS LLC 349,030$7,929,9627.23%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 710,361$16,139,4026.76%
CLIENT 1ST ADVISORY GROUP, LLC 507,684$11,534,5896.74%
View complete list of ISHARES TR shareholders