Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 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 TR
ValueSharesWeighting
Q4 2022$844,254
+46.6%
20,646
+62.7%
0.08%
-31.7%
Q4 2020$576,000
-15.4%
12,688
-18.2%
0.12%
-28.1%
Q3 2020$681,000
+9.3%
15,508
+6.7%
0.17%
-7.2%
Q2 2020$623,00014,5370.18%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 363,684$14,747,00010.60%
KilterHowling LLC 216,961$8,797,7569.88%
Williams Financial, LLC 208,856$8,469,0006.89%
Thrive Capital Management, LLC 232,513$9,428,0006.53%
Sound Income Strategies, LLC 1,045,901$42,411,0005.66%
Matthew Goff Investment Advisor, LLC 493,701$20,020,0005.39%
Legacy Financial Group LLC 418,144$16,956,0005.35%
Regal Wealth Group, Inc. 180,706$7,328,0005.29%
FINANCIAL ADVISORY PARTNERS, LLC 303,352$12,300,9245.08%
SMITH CHAS P & ASSOCIATES PA CPAS 1,646,689$66,773,0004.81%
View complete list of ISHARES TR shareholders