Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 180 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$15,730,000
+3143.3%
54,263
+2894.6%
0.23%
+2488.9%
Q3 2020$485,000
-97.9%
1,812
-98.2%
0.01%
-98.0%
Q2 2020$23,035,000
+5930.1%
98,240
+5303.7%
0.46%
+3700.0%
Q4 2019$382,000
+31.7%
1,818
+19.9%
0.01%0.0%
Q3 2019$290,000
+2.8%
1,516
+3.1%
0.01%0.0%
Q2 2019$282,000
-18.3%
1,471
-22.0%
0.01%
-42.9%
Q1 2019$345,000
+37.5%
1,887
+40.0%
0.02%
+50.0%
Q3 2018$251,0001,3480.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Dentgroup LLC 88,781$6,376,0006.01%
Aspire Wealth Management Corp 101,841$7,314,0005.92%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,107$14,013,0005.32%
FAS Wealth Partners, Inc. 785,874$56,441,0005.18%
Clearstead Advisors, LLC 855,188$61,420,0004.18%
Equitable Holdings, Inc. 3,187,243$228,908,0003.60%
Corsicana & Co. 56,551$4,061,0002.46%
Fortune 45 LLC 29,370$2,109,0001.85%
DB Wealth Management Group, LLC 38,609$2,773,0001.64%
Pinnacle Financial Group, LLC / IL 28,140$2,021,0001.56%
View complete list of ISHARES TR shareholders