Sequoia Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 395 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$234,818
+6.4%
771
-10.7%
0.01%0.0%
Q4 2022$220,709
-46.4%
863
-16.8%
0.01%
-54.5%
Q4 2021$412,000
+12.0%
1,037
+9.9%
0.01%
-15.4%
Q2 2021$368,000
+49.6%
944
-19.3%
0.01%
-27.8%
Q1 2020$246,000
-9.9%
1,1700.0%0.02%
+5.9%
Q4 2019$273,000
+14.7%
1,170
+4.0%
0.02%0.0%
Q3 2019$238,000
-3.3%
1,1250.0%0.02%
-5.6%
Q2 2019$246,000
+3.8%
1,1250.0%0.02%
-5.3%
Q1 2019$237,000
-30.1%
1,125
-32.0%
0.02%
-44.1%
Q3 2018$339,000
+12.3%
1,6550.0%0.03%
+6.2%
Q2 2018$302,0001,6550.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders