Sequoia Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 348 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
Q3 2023$322,189
-3.9%
3,5810.0%0.01%0.0%
Q2 2023$335,332
+1.3%
3,581
-5.1%
0.01%
-14.3%
Q1 2023$331,037
+13.0%
3,772
+6.0%
0.01%0.0%
Q4 2022$292,888
+8.9%
3,558
+0.5%
0.01%
-12.5%
Q3 2022$269,000
-5.3%
3,542
+0.5%
0.01%0.0%
Q2 2022$284,000
-16.5%
3,525
+0.3%
0.01%0.0%
Q1 2022$340,000
-8.6%
3,516
+0.3%
0.01%
-20.0%
Q4 2021$372,000
+11.0%
3,505
+0.3%
0.01%
-70.6%
Q3 2021$335,000
+0.6%
3,496
+0.3%
0.03%
+183.3%
Q2 2021$333,000
+9.2%
3,484
+0.2%
0.01%
-7.7%
Q1 2021$305,000
+7.0%
3,477
+0.3%
0.01%0.0%
Q4 2020$285,000
+12.2%
3,467
+100.6%
0.01%0.0%
Q3 2020$254,000
+10.4%
1,728
+0.3%
0.01%
-7.1%
Q2 2020$230,000
+0.4%
1,722
+0.8%
0.01%
-6.7%
Q4 2019$229,000
+9.0%
1,709
+0.4%
0.02%0.0%
Q3 2019$210,000
+1.9%
1,702
+0.5%
0.02%0.0%
Q2 2019$206,0001,6940.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 256,433$24,012,39215.05%
SPINNAKER TRUST 817,991$76,596,6775.56%
Corundum Group, Inc. 61,287$5,738,9152.86%
Varma Mutual Pension Insurance Co 2,350,000$220,054,0002.63%
Stewardship Advisors, LLC 67,787$6,347,5752.39%
VERITY Wealth Advisors 23,554$2,205,5971.98%
Ellevest, Inc. 262,932$24,620,9691.85%
Colorado Capital Management, Inc. 21,234$2,4051.78%
Roof Eidam Maycock Peralta, LLC 55,429$5,190,3721.74%
Permanens Capital L.P. 79,149$7,411,5121.71%
View complete list of ISHARES TR shareholders