Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 203 filers reported holding ISHARES TR in Q1 2023. 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
Q2 2024$471,424
-79.5%
19,659
-79.5%
0.02%
-80.3%
Q1 2024$2,296,828
+15.4%
95,941
+15.0%
0.12%
+0.8%
Q4 2023$1,990,998
+388.1%
83,445
+387.7%
0.12%
+332.1%
Q3 2023$407,902
+22.2%
17,110
+22.0%
0.03%
+16.7%
Q2 2023$333,676
+8.0%
14,020
+9.0%
0.02%0.0%
Q1 2023$308,889
+43.6%
12,865
+42.7%
0.02%
+14.3%
Q4 2022$215,0919,0150.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Horizon Advisory Services, Inc. 708,356$16,986,3768.13%
Campbell Wealth Management 865,768$20,7616.70%
Denver PWM, LLC 638,378$15,308,3066.11%
Financial Strategies Group, Inc. 909,284$21,740,9785.47%
Kerntke Otto McGlone Wealth Management Group 219,561$5,265,0814.92%
Trinity Wealth Management, LLC 406,275$9,742,4754.86%
Scissortail Wealth Management, LLC 686,569$16,463,8824.19%
MKT Advisors LLC 331,864$7,934,8773.95%
Hills Bank & Trust Co 1,998,580$47,925,9483.88%
Atlantic Private Wealth, LLC 175,616$4,211,2763.43%
View complete list of ISHARES TR shareholders