Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 152 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$295,569
-1.9%
12,3000.0%0.02%
-4.8%
Q2 2023$301,350
-1.8%
12,3000.0%0.02%
-12.5%
Q1 2023$306,762
+2.7%
12,3000.0%0.02%
-17.2%
Q4 2022$298,76712,3000.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 338,563$8,294,7985.61%
PFG Private Wealth Management, LLC 317,810$7,786,3344.60%
Gateway Advisory, LLC 699,504$17,137,8513.63%
Keeler Thomas Management LLC 236,682$5,804,0732.34%
4Thought Financial Group Inc. 116,867$2,863,2502.28%
Peloton Wealth Strategists 204,925$5,0212.22%
Signature Wealth Management Group 193,559$4,742,2032.21%
Aptus Capital Advisors, LLC 3,644,592$89,292,5042.14%
Platte River Wealth Advisors, LLC 241,985$5,928,6332.08%
Klingman & Associates, LLC 1,013,122$24,821,4952.00%
View complete list of ISHARES TR shareholders