Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISHG and the CUSIP is 464288125. A total of 27 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$1,058,000
+23.6%
12,425
+18.4%
0.02%0.0%
Q3 2020$856,000
+7.0%
10,490
+3.5%
0.02%0.0%
Q2 2020$800,000
+18.5%
10,136
+15.9%
0.02%
-23.8%
Q1 2020$675,0008,7450.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Family Firm, Inc. 13,982$1,140,0000.41%
Courage Miller Partners, LLC 5,808$459,0000.25%
WISCONSIN CAPITAL MANAGEMENT LLC 2,465$201,0000.09%
Evanson Asset Management, LLC 6,241$509,0000.09%
Bank Julius Baer & Co. Ltd, Zurich 97,159$7,930,0000.08%
WealthShield Partners, LLC 843$69,0000.02%
Crossmark Global Holdings, Inc. 8,545$697,0000.02%
Simplicity Solutions, LLC 10,490$856,0000.02%
FLOW TRADERS U.S. LLC 2,638$215,0000.02%
AE Wealth Management LLC 10,490$856,0000.01%
View complete list of ISHARES TR shareholders