Robertson Stephens Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 213 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,328,786
-7.1%
93,827
-7.2%
0.16%
-11.3%
Q2 2023$2,507,696
-9.5%
101,076
-9.5%
0.18%
-16.9%
Q1 2023$2,769,937
+23.6%
111,646
+23.0%
0.21%
-2.3%
Q4 2022$2,241,61090,7370.22%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Arlington Partners LLC 14,152,465$349,565,88655.42%
Cassia Capital Partners, LLC 678,160$16,750,54013.77%
Kerntke Otto McGlone Wealth Management Group 379,060$9,363,00010.77%
SHUFRO ROSE & CO LLC 2,784,203$68,769,8715.80%
Campbell Wealth Management 1,552,284$38,3415.34%
Day & Ennis, LLC 445,858$11,012,6934.26%
Reliant Wealth Planning 256,167$6,327,3253.84%
MV CAPITAL MANAGEMENT, INC. 917,674$22,666,5523.50%
IFG Advisory, LLC 1,398,569$34,5443.44%
Crumly & Associates Inc. 361,087$8,918,8493.36%
View complete list of ISHARES TR shareholders