Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHF and the CUSIP is 46436E528. A total of 50 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,641,147
-38.7%
117,228
-38.1%
0.18%
-41.6%
Q2 2023$4,310,852
-9.3%
189,488
-9.1%
0.30%
-16.7%
Q1 2023$4,752,888
-10.0%
208,460
-11.7%
0.37%
-28.8%
Q4 2022$5,279,218236,1010.51%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 167,847$3,818,5823.52%
Straight Path Wealth Management 31,315$712,4160.49%
Robertson Stephens Wealth Management, LLC 189,488$4,310,8520.30%
WRAPMANAGER INC 22,791$518,4950.16%
THOROUGHBRED FINANCIAL SERVICES, LLC 44,028$1,0010.13%
Ironwood Financial, llc 21,397$486,7720.13%
Day & Ennis, LLC 13,332$303,3030.12%
Consolidated Portfolio Review Corp 12,935$294,2820.07%
Sunbelt Securities, Inc. 13,202$300,3550.04%
Safeguard Financial, LLC 3,304$750.04%
View complete list of ISHARES TR shareholders