ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 74,339 Value ($000) $11,053 Avg Close — Range —
Q3 2025
Shares 69,317 Value ($000) $10,096 Avg Close — Range —
Q2 2025
Shares 69,544 Value ($000) $9,391 Avg Close — Range —
Q1 2025
Shares 113,582 Value ($000) $13,858 Avg Close — Range —
Q4 2024
Shares 96,213 Value ($000) $12,375 Avg Close — Range —
Q3 2024
Shares 94,026 Value ($000) $11,812 Avg Close — Range —
Q2 2024
Shares 93,900 Value ($000) $11,153 Avg Close — Range —
Q1 2024
Shares 98,368 Value ($000) $11,342 Avg Close — Range —
Q4 2023
Shares 104,972 Value ($000) $11,046 Avg Close — Range —
Q3 2023
Shares 95,930 Value ($000) $9,036 Avg Close — Range —
Q2 2023
Shares 98,015 Value ($000) $9,590 Avg Close — Range —
Q1 2023
Shares 103,951 Value ($000) $9,413 Avg Close — Range —
Q4 2022
Shares 112,906 Value ($000) $9,574 Avg Close — Range —
Q3 2022
Shares 115,543 Value ($000) $9,190 Avg Close — Range —
Q2 2022
Shares 121,311 Value ($000) $10,163 Avg Close — Range —
Q1 2022
Shares 130,131 Value ($000) $13,135 Avg Close — Range —
Q4 2021
Shares 131,435 Value ($000) $14,061 Avg Close — Range —
Q3 2021
Shares 9,041 Value ($000) $889 Avg Close — Range —
Q2 2021
Shares 135,917 Value ($000) $13,423 Avg Close — Range —
Q1 2021
Shares 155,830 Value ($000) $14,274 Avg Close — Range —
Q4 2020
Shares 161,854 Value ($000) $13,955 Avg Close — Range —
Q3 2020
Shares 164,760 Value ($000) $12,438 Avg Close — Range —
Q2 2020
Shares 165,465 Value ($000) $11,490 Avg Close — Range —
Q1 2020
Shares 137,557 Value ($000) $7,870 Avg Close — Range —
Q4 2019
Shares 95,680 Value ($000) $6,955 Avg Close — Range —
Q3 2019
Shares 85,161 Value ($000) $5,712 Avg Close — Range —
Q2 2019
Shares 65,454 Value ($000) $4,361 Avg Close — Range —
Q1 2019
Shares 37,841 Value ($000) $2,437 Avg Close — Range —
Q4 2018
Shares 13,875 Value ($000) $788 Avg Close — Range —
Q3 2018
Shares 11,819 Value ($000) $787 Avg Close — Range —
Q2 2018
Shares 11,828 Value ($000) $739 Avg Close — Range —
Q1 2018
Shares 10,975 Value ($000) $664 Avg Close — Range —
Q4 2017
Shares 9,778 Value ($000) $598 Avg Close — Range —
Q3 2017
Shares 10,504 Value ($000) $605 Avg Close — Range —
Q2 2017
Shares 6,784 Value ($000) $376 Avg Close — Range —
Q1 2017
Shares 6,896 Value ($000) $373 Avg Close — Range —
Q4 2016
Shares 6,401 Value ($000) $328 Avg Close — Range —
Q3 2016
Shares 4,681 Value ($000) $232 Avg Close — Range —