Robertson Stephens Wealth Management »

Ishares Tr shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHH) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 133k 23.86
2025-06-30 $2.8M 118k 23.73
2025-03-31 $1.9M 81k 23.36
2024-12-31 $2.1M 88k 23.37
2024-09-30 $1.2M 52k 23.80

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

Top funds holding Ishares Tr

LBMC Investment Advisors
Baltimore-Washington Financial Advisors
Goss Wealth Management
LPL Financial
Keeler THomas Management
HighTower Advisors
Apollon Wealth Management
Commonwealth Financial Services
Northwestern Mutual Wealth Management Company
Mutual Advisors
Ironwood Wealth Management
Royal Bank of Canada
Littlejohn Financial Services
Commonwealth Equity Services
Morgan Stanley

View all funds holding Ishares Tr