Sequoia Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 212 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$234,000
-22.5%
4,912
-26.2%
0.01%
-45.5%
Q2 2021$302,000
-84.3%
6,654
-84.4%
0.01%
-86.4%
Q1 2021$1,924,000
+1.9%
42,693
-1.2%
0.08%
-5.8%
Q4 2020$1,889,000
+9.0%
43,205
-3.8%
0.09%
-5.5%
Q3 2020$1,733,000
-1.1%
44,916
-1.9%
0.09%
-12.5%
Q2 2020$1,753,000
-1.2%
45,795
-11.8%
0.10%
-20.6%
Q1 2020$1,774,000
-6.1%
51,941
+31.6%
0.13%
+9.2%
Q4 2019$1,890,000
+17.9%
39,456
+14.4%
0.12%
+3.4%
Q3 2019$1,603,000
+24.7%
34,496
+24.0%
0.12%
+20.8%
Q2 2019$1,285,00027,8170.10%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,412,847$59,282,9538.33%
Heartland Bank & Trust Co 130,920$6,146,6944.80%
Forefront Analytics, LLC 151,016$7,090,0464.04%
Independent Order of Foresters 82,790$3,886,9912.67%
Waldron Private Wealth LLC 756,459$35,5151.77%
FORTE ASSET MANAGEMENT LLC 50,450$2,368,6131.54%
FSM Wealth Advisors, LLC 57,815$2,717,3221.36%
Beta Wealth Group, Inc. 43,797$2,056,2631.19%
Money Design Co.,Ltd. 416,580$19,5581.16%
Israel Discount Bank of New York 27,439$1,288,2611.02%
View complete list of ISHARES TR shareholders