Sequoia Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders