Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHG and the CUSIP is 46436E478. A total of 28 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,264,220
+10.3%
58,731
+11.8%
0.08%
+4.9%
Q2 2023$1,146,395
-0.7%
52,5250.0%0.08%
-9.0%
Q1 2023$1,154,50052,5250.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
FLOW TRADERS U.S. LLC 29,018$601,0000.03%
Moisand Fitzgerald Tamayo, LLC 800$17,0000.01%
IFP Advisors, Inc 4,992$124,0000.00%
JANE STREET GROUP, LLC 81,093$1,679,0000.00%
WELLS FARGO & COMPANY/MN 3,511$73,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,769$78,0000.00%
MORGAN STANLEY 2,824$58,0000.00%
BlackRock Inc. 300,000$6,210,0000.00%
UBS Group AG 512$11,0000.00%
View complete list of ISHARES TR shareholders