Sequoia Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 141 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sequoia Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$395,000
-37.8%
1,632
-43.8%
3.06%
+136.0%
Q3 2019$635,000
+111.7%
2,905
+116.6%
1.30%
+356.7%
Q2 2019$300,000
-55.0%
1,341
-58.7%
0.28%
-47.5%
Q1 2019$667,000
+18.5%
3,244
-1.0%
0.54%
-3.0%
Q4 2018$563,000
-46.9%
3,278
-35.3%
0.56%
-38.7%
Q3 2018$1,061,000
+12.6%
5,070
+5.0%
0.91%
-8.9%
Q2 2018$942,000
+12.8%
4,830
+3.8%
1.00%
+24.1%
Q1 2018$835,0004,6550.81%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 67,335$14,260,00013.49%
JGP Wealth Management, LLC 77,256$17,284,0006.12%
Mathes Company, Inc. 36,300$7,687,0005.11%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 184,137$38,995,0003.11%
Provident Wealth Management, LLC 11,898$2,520,0003.08%
Silversage Advisors 8,951$1,896,0002.77%
Destination Wealth Management 208,334$44,119,0002.70%
Equitable Holdings, Inc. 342,050$72,436,0002.60%
AFT, FORSYTH & COMPANY, INC. 9,590$2,030,899,0002.04%
White Lighthouse Investment Management Inc. 20,337$4,307,0001.80%
View complete list of ISHARES TR shareholders