Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,281,263
-20.7%
5,716
-14.1%
0.04%
-6.8%
Q2 2023$1,615,005
-34.2%
6,655
-38.5%
0.04%
-31.2%
Q1 2023$2,452,729
-24.7%
10,813
-31.5%
0.06%
-84.9%
Q2 2022$3,259,000
+224.0%
15,796
+361.2%
0.42%
+172.9%
Q3 2021$1,006,000
+88.0%
3,425
+99.5%
0.16%
+46.2%
Q2 2021$535,000
+13.8%
1,717
+9.9%
0.11%
+2.9%
Q1 2021$470,000
+8.5%
1,563
+3.4%
0.10%
+1616.7%
Q4 2020$433,000
+39.7%
1,512
+8.2%
0.01%0.0%
Q3 2020$310,000
-50.0%
1,398
-53.4%
0.01%
-50.0%
Q2 2020$620,000
+162.7%
2,999
+150.3%
0.01%
-14.3%
Q1 2019$236,000
-28.3%
1,198
-38.8%
0.01%
-67.4%
Q4 2018$329,000
-68.4%
1,958
-69.5%
0.04%
-73.1%
Q1 2017$1,040,000
+272.8%
6,430
+254.7%
0.16%
+150.0%
Q4 2016$279,0001,8130.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cohen Klingenstein LLC 678,065$109,616,00017.54%
Rinet Co LLC 138,836$22,444,00010.21%
Corundum Group, Inc. 33,610$5,433,0006.85%
Bishop & Co Investment Management, LLC 45,018$7,278,0006.66%
Crestone Asset Management LLC 81,495$13,174,0005.93%
BARING ASSET MANAGEMENT Ltd 514,376$82,917,0005.80%
Barber Financial Group, Inc. 90,982$14,708,0005.03%
JOYN Advisors, Inc. 95,172$15,385,0005.02%
LBJ Family Wealth Advisors, Ltd. 32,710$5,288,0005.02%
Ken Stern & Associates, Inc. 62,534$10,300,0004.83%
View complete list of ISHARES TR shareholders