Sequoia Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 714 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 20.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,721,727
+9.5%
57,105
+12.3%
0.03%
+11.1%
Q2 2023$1,572,788
+115.6%
50,850
+117.6%
0.03%
+68.8%
Q1 2023$729,518
+26.5%
23,367
+23.7%
0.02%
+14.3%
Q4 2022$576,687
+129.8%
18,889
+138.4%
0.01%
+75.0%
Q3 2022$251,000
-20.3%
7,924
-17.2%
0.01%
-11.1%
Q2 2022$315,000
-20.1%
9,572
-11.5%
0.01%
-10.0%
Q1 2022$394,000
-31.5%
10,821
-25.9%
0.01%
-37.5%
Q4 2021$575,000
+50.9%
14,595
+48.6%
0.02%
-59.0%
Q3 2021$381,000
-10.4%
9,819
-9.0%
0.04%
+143.8%
Q2 2021$425,000
+26.5%
10,796
+23.2%
0.02%
+14.3%
Q1 2021$336,000
-3.4%
8,761
-3.0%
0.01%
-12.5%
Q4 2020$348,000
+10.8%
9,036
+4.8%
0.02%
-5.9%
Q3 2020$314,000
+4.0%
8,620
-1.1%
0.02%
-5.6%
Q2 2020$302,000
-13.7%
8,712
-20.7%
0.02%
-30.8%
Q1 2020$350,000
+4.8%
10,981
+23.7%
0.03%
+23.8%
Q4 2019$334,000
-5.9%
8,880
-6.0%
0.02%
-19.2%
Q3 2019$355,000
-5.6%
9,449
-7.4%
0.03%
-7.1%
Q2 2019$376,000
-19.1%
10,207
-19.8%
0.03%
-26.3%
Q1 2019$465,000
-46.2%
12,729
-49.6%
0.04%
-62.0%
Q4 2018$865,000
-10.7%
25,260
-3.2%
0.10%
+4.2%
Q3 2018$969,000
-3.4%
26,096
-1.9%
0.10%
-10.3%
Q2 2018$1,003,000
+4.5%
26,589
+4.1%
0.11%
+5.9%
Q1 2018$960,000
+9.5%
25,550
+10.9%
0.10%
+9.8%
Q4 2017$877,000
-9.8%
23,038
-8.1%
0.09%
-20.0%
Q3 2017$972,000
+31.9%
25,057
+33.3%
0.12%
+26.4%
Q2 2017$737,000
+10.5%
18,803
+9.1%
0.09%
+7.1%
Q1 2017$667,000
-27.3%
17,227
-30.2%
0.08%
-35.1%
Q4 2016$918,000
-10.9%
24,679
-5.4%
0.13%
-31.8%
Q3 2016$1,030,000
-17.5%
26,084
-16.7%
0.19%
-45.1%
Q2 2016$1,248,000
+43.1%
31,296
+40.1%
0.35%
+24.1%
Q1 2016$872,000
+15.8%
22,343
+15.3%
0.28%
-7.2%
Q4 2015$753,000
+16.7%
19,376
+15.9%
0.30%
+8.6%
Q3 2015$645,000
+12.2%
16,718
+13.9%
0.28%
+15.2%
Q2 2015$575,000
+32.2%
14,681
+35.5%
0.24%
+22.1%
Q1 2015$435,000
+13.3%
10,838
+11.2%
0.20%
-24.0%
Q4 2014$384,000
+83.7%
9,747
+84.2%
0.26%
+80.7%
Q3 2014$209,000
-36.1%
5,292
-36.7%
0.14%
-46.7%
Q1 2014$327,0008,3660.27%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders