Sequoia Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.75 and the average weighting 0.3%.

Quarter-by-quarter ownership
Sequoia Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$647,000
-1.5%
8,880
-5.1%
0.56%
-20.4%
Q2 2018$657,000
+19.0%
9,361
+24.8%
0.70%
+30.8%
Q1 2018$552,000
+46.0%
7,502
+47.6%
0.53%
+56.3%
Q4 2017$378,0005,0820.34%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders