Sequoia Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 217 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sequoia Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$274,000
-18.2%
11,327
-1.4%
0.01%0.0%
Q1 2022$335,000
-22.8%
11,484
-19.0%
0.01%
-33.3%
Q4 2021$434,000
-28.1%
14,186
-34.9%
0.01%
-45.5%
Q2 2021$604,000
-90.9%
21,800
-91.7%
0.02%
-92.1%
Q1 2021$6,666,000
+44.9%
261,602
+36.1%
0.28%
+32.9%
Q4 2020$4,599,000
+48.5%
192,196
+30.5%
0.21%
+28.8%
Q3 2020$3,097,000
+85.9%
147,259
+84.6%
0.16%
+64.6%
Q2 2020$1,666,000
+2.6%
79,779
-5.9%
0.10%
-17.5%
Q1 2020$1,624,000
-4.6%
84,779
+37.5%
0.12%
+11.1%
Q4 2019$1,703,000
+12.9%
61,669
+14.8%
0.11%
-0.9%
Q3 2019$1,509,000
+35.9%
53,722
+29.0%
0.11%
+31.3%
Q2 2019$1,110,00041,6380.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders