Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$29,312,000
+2524.2%
76,636
+2099.7%
0.44%
+1971.4%
Q3 2020$1,117,000
+14.6%
3,484
+4.8%
0.02%
+10.5%
Q2 2020$975,000
+32.7%
3,326
-1.3%
0.02%
-17.4%
Q1 2020$735,000
-84.1%
3,370
-80.9%
0.02%
-83.7%
Q4 2019$4,637,00017,6320.14%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders