Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,416
-62.0%
4,256
-55.8%
0.01%
-53.3%
Q2 2023$543,484
+152.8%
9,626
+172.8%
0.02%
-42.3%
Q1 2022$215,000
-53.7%
3,528
-50.0%
0.03%
-50.0%
Q4 2021$464,000
-91.6%
7,056
-58.0%
0.05%
-36.6%
Q4 2020$5,498,000
+90.8%
16,797
+74.7%
0.08%
+54.7%
Q3 2020$2,882,000
-54.4%
9,617
-59.7%
0.05%
-57.6%
Q2 2020$6,326,000
+377.8%
23,891
+306.7%
0.12%
+204.9%
Q1 2020$1,324,000
-45.7%
5,874
-36.4%
0.04%
-44.6%
Q4 2019$2,440,000
+621.9%
9,233
+576.4%
0.07%
+428.6%
Q3 2019$338,000
+15.8%
1,365
+12.4%
0.01%
+16.7%
Q2 2019$292,000
-8.8%
1,214
-12.2%
0.01%
-36.8%
Q1 2019$320,000
+29.0%
1,383
+26.6%
0.02%
+35.7%
Q3 2018$248,0001,0920.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders