Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$339,705
+46.3%
3,505
+47.3%
0.02%
+43.8%
Q2 2023$232,190
-80.2%
2,379
-80.5%
0.02%
-86.9%
Q3 2022$1,171,000
+215.6%
12,193
+233.3%
0.12%
+248.6%
Q2 2022$371,000
-62.3%
3,658
-61.1%
0.04%
-57.8%
Q1 2022$985,000
+7.7%
9,394
+8.4%
0.08%
-19.4%
Q3 2021$915,0008,6660.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders