Sequoia Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sequoia Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$259,000
+12.1%
1,2000.0%2.01%
+325.2%
Q3 2019$231,000
-0.9%
1,2000.0%0.47%
+149.7%
Q1 2019$233,000
+7.4%
1,2000.0%0.19%
-12.1%
Q4 2018$217,000
-10.7%
1,2000.0%0.22%
+2.9%
Q3 2018$243,000
+13.0%
1,2000.0%0.21%
-8.3%
Q2 2018$215,000
+3.9%
1,2000.0%0.23%
+14.0%
Q1 2018$207,0001,2000.20%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders