Sequoia Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 229 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.70 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sequoia Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$293,000
-30.1%
2,128
-33.9%
2.27%
+165.2%
Q3 2019$419,000
-18.0%
3,221
-25.4%
0.86%
+106.8%
Q1 2019$511,000
-11.7%
4,319
-20.7%
0.41%
-27.7%
Q4 2018$579,000
-70.5%
5,446
-66.3%
0.57%
-66.0%
Q3 2018$1,964,000
-2.5%
16,152
-5.6%
1.69%
-21.1%
Q2 2018$2,014,000
-13.7%
17,108
-13.6%
2.14%
-5.2%
Q1 2018$2,335,000
+16.8%
19,801
+19.7%
2.26%
+24.9%
Q4 2017$2,000,00016,5461.81%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 70,216$5,299,2305.12%
HC Advisors, LLC 80,900$6,105,5234.17%
First Citizens Financial Corp 62,140$4,6904.05%
New Millennium Group LLC 43,946$3,316,6543.54%
Stillwater Capital Advisors, LLC 203,737$15,376,0293.24%
ETFIDEA, LLC 81,927$6,183,0502.86%
BEAM WEALTH ADVISORS, INC. 34,622$2,612,9072.72%
Somerset Group LLC 32,695$2,467,4922.18%
Magnus Financial Group LLC 164,013$12,378,0292.02%
GDS Wealth Management 132,061$9,966,6441.90%
View complete list of ISHARES TR shareholders