Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,462,422
+17.4%
32,518
+20.1%
0.17%
+12.2%
Q2 2023$2,096,766
+328.4%
27,083
+294.3%
0.15%
+289.5%
Q1 2023$489,414
-41.7%
6,868
-45.8%
0.04%
-53.7%
Q4 2022$839,816
-7.3%
12,665
-13.7%
0.08%
-13.7%
Q3 2022$906,000
-70.8%
14,678
-68.6%
0.10%
-67.6%
Q2 2022$3,107,000
+288.9%
46,805
+363.6%
0.29%
+337.3%
Q1 2022$799,000
+20.7%
10,096
+28.5%
0.07%
+19.6%
Q4 2021$662,000
+11.8%
7,8540.0%0.06%
-16.4%
Q3 2021$592,000
+0.5%
7,8540.0%0.07%
-5.6%
Q2 2021$589,000
+8.3%
7,8540.0%0.07%
-18.4%
Q1 2021$544,000
+14.0%
7,854
+6.8%
0.09%
-13.0%
Q4 2020$477,000
-36.1%
7,357
-42.7%
0.10%
-45.4%
Q3 2020$746,000
+7.5%
12,8350.0%0.18%
-8.5%
Q2 2020$694,000
+17.8%
12,835
-1.8%
0.20%
-0.5%
Q1 2020$589,00013,0680.20%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 30,241,405$2,095,427,00024.44%
Bank of Italy 6,282,081$435,160,00019.83%
True Link Financial Advisors, LLC 161,284$11,175,0001.62%
FUKOKU MUTUAL LIFE INSURANCE Co 128,000$8,867,0000.85%
FIRETHORN WEALTH PARTNERS, LLC 11,924$826,0000.77%
BLUESTEM FINANCIAL ADVISORS, LLC 10,545$731,0000.52%
Kalos Management, Inc. 8,210$594,0000.18%
PRIVATE CAPITAL MANAGEMENT LLC 4,766$330,0000.18%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 48,888$3,387,0000.16%
KB FINANCIAL PARTNERS, LLC 5,129$355,0000.15%
View complete list of ISHARES TR shareholders