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Ishares Tr shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Ishares Tr (HYGW) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $619k 21k 29.86
2025-09-30 $821k 27k 30.37
2025-06-30 $977k 32k 30.61
2025-03-31 $592k 19k 31.45

More positions owned by Sequoia Financial Advisors

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Ea Series Trust Sequoia Global V (SFGV)
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NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Total (IXUS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Etf Ser Solutions Distillate Us (DSTL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Income Etf (JPIE)
Amazon (AMZN)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Sequoia Financial Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Hennion & Walsh Asset Management
Cetera Investment Advisers
Pnc Financial Services
Assetmark
Commonwealth Equity Services
Envestnet Portfolio Solutions
Jpmorgan Chase & Co
Mml Investors Services
Kelly Financial Services
Diversify Advisory Services
JB Capital
Park Avenue Securities
RiverFront Investment Group

View all funds holding Ishares Tr