Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$407,072
-12.5%
5,635
-9.1%
0.01%0.0%
Q2 2023$465,150
-93.6%
6,202
-93.9%
0.01%
-93.2%
Q1 2023$7,260,565
+3308.7%
101,532
+2909.2%
0.19%
+512.9%
Q3 2022$213,000
+4.4%
3,374
+5.4%
0.03%
+19.2%
Q2 2022$204,000
-17.4%
3,202
-0.0%
0.03%
-13.3%
Q1 2022$247,000
-86.6%
3,203
-87.5%
0.03%
+11.1%
Q4 2020$1,850,000
+8.1%
25,608
+257.9%
0.03%
-12.9%
Q3 2020$1,711,000
-6.2%
7,155
-6.6%
0.03%
-44.6%
Q4 2019$1,824,000
+131.5%
7,660
+117.6%
0.06%
+75.0%
Q3 2019$788,000
-59.7%
3,521
-60.6%
0.03%
-72.6%
Q1 2019$1,956,000
+302.5%
8,926
+251.0%
0.12%
+85.7%
Q4 2018$486,000
-23.2%
2,543
-6.4%
0.06%
+75.0%
Q3 2018$633,000
+164.9%
2,718
+155.0%
0.04%
+111.8%
Q2 2018$239,000
-34.3%
1,066
-46.6%
0.02%
-79.8%
Q4 2016$364,000
-84.9%
1,998
-86.7%
0.08%
-70.5%
Q4 2015$2,413,000
+953.7%
14,993
+929.7%
0.28%
+15.4%
Q3 2015$229,000
-94.6%
1,456
-94.2%
0.25%
-93.9%
Q2 2015$4,257,000
-16.0%
25,113
-15.0%
4.04%
-32.8%
Q1 2015$5,070,00029,5626.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders