Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 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
Q3 2023$250,300
-96.5%
5,207
-96.3%
0.01%
-95.9%
Q2 2023$7,075,223
+2908.6%
141,250
+2942.9%
0.19%
+3116.7%
Q1 2023$235,164
-2.6%
4,642
-5.6%
0.01%
-81.8%
Q4 2022$241,425
-14.7%
4,916
-16.6%
0.03%
-19.5%
Q3 2022$283,000
-11.8%
5,894
-6.5%
0.04%
-2.4%
Q2 2022$321,000
-13.9%
6,302
-7.0%
0.04%
-8.7%
Q1 2022$373,000
-47.9%
6,778
-42.7%
0.05%
-67.6%
Q2 2021$716,000
-2.2%
11,825
-4.7%
0.14%
-11.8%
Q1 2021$732,000
-99.4%
12,406
-99.3%
0.16%
-90.6%
Q4 2020$115,454,000
+8.6%
1,863,077
+6.6%
1.71%
-12.3%
Q3 2020$106,267,000
+18.3%
1,748,388
+17.6%
1.95%
+9.9%
Q2 2020$89,833,000
+47.8%
1,486,802
+37.0%
1.78%
-5.1%
Q1 2020$60,776,000
-4.6%
1,084,891
-0.7%
1.87%
-3.5%
Q4 2019$63,713,000
+12.1%
1,092,848
+12.1%
1.94%
-16.1%
Q3 2019$56,841,000
-10.4%
975,304
-12.3%
2.31%
-14.9%
Q2 2019$63,450,000
+140.1%
1,111,793
+132.6%
2.72%
+71.9%
Q1 2019$26,428,000
+7220.8%
478,081
+6918.2%
1.58%
+3261.7%
Q4 2018$361,000
-99.2%
6,812
-99.2%
0.05%
-98.2%
Q3 2018$46,262,000
+33.6%
862,773
+166.8%
2.64%
+5.8%
Q2 2018$34,640,000
+38.0%
323,345
+40.4%
2.50%
+15.1%
Q1 2018$25,096,000
+20.7%
230,300
+24.1%
2.17%
+7.5%
Q4 2017$20,785,000
+58.4%
185,527
+57.9%
2.02%
+30.2%
Q2 2017$13,122,000
+588.8%
117,499
+599.4%
1.55%
-31.3%
Q1 2015$1,905,000
+165.7%
16,799
+162.1%
2.26%
+165.5%
Q4 2014$717,0006,4100.85%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders