Robertson Stephens Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 356 filers reported holding ISHARES U S ETF TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2021$312,000
-17.2%
6,225
-17.2%
0.05%
-36.7%
Q4 2020$377,000
-43.6%
7,518
-43.7%
0.08%
-51.8%
Q3 2020$669,000
-49.2%
13,362
-49.3%
0.16%
-56.8%
Q2 2020$1,318,000
+98.2%
26,374
+92.2%
0.38%
+67.4%
Q1 2020$665,00013,7210.23%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders