Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 403 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q1 2021
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 830,112$38,592,00011.67%
WP Advisors, LLC 178,675$8,307,0009.52%
MBM Wealth Consultants, LLC 153,459$7,134,0005.60%
Bernicke Wealth Management, Ltd. 184,216$8,564,0004.96%
Sage Advisory Services, Ltd.Co. 280,224$13,022,0004.26%
Leicht Financial Planning & Wealth Management, Inc. 86,084$4,002,0003.82%
Occidental Asset Management, LLC 195,626$9,095,0003.81%
IRON Financial LLC 105,490$4,904,0003.65%
Probity Advisors, Inc. 241,912$11,246,0003.65%
Redhawk Wealth Advisors, Inc. 180,049$8,370,0003.59%
View complete list of ISHARES TR shareholders