Sequoia Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 156 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - 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 Q2 2019
NameSharesValueWeighting ↓
Brouwer & Janachowski, LLC 163,723$66,141,00011.49%
Stuart Chaussee & Associates, Inc. 46,533$18,798,0008.31%
GM Advisory Group, LLC 118,360$47,815,0004.90%
Mathes Company, Inc. 33,688$13,609,0004.90%
Legacy Financial Strategies, LLC 25,250$10,201,0004.89%
Apexium Financial, LP 13,894$5,615,0003.49%
Equitable Holdings, Inc. 474,150$191,547,0003.30%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 66,457$26,847,2993.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 169,409$68,438,0003.07%
Campion Asset Management 7,985$3,226,0002.68%
View complete list of ISHARES TR shareholders