Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$471,000
-2.1%
3,264
+3.6%
0.07%
-24.2%
Q2 2021$481,000
+24.0%
3,150
+19.3%
0.10%
+11.8%
Q1 2021$388,000
+48.1%
2,641
+19.6%
0.08%
+2025.0%
Q4 2020$262,000
-39.9%
2,208
-49.6%
0.00%
-69.2%
Q4 2019$436,000
+16.9%
4,378
+3.5%
0.01%
-13.3%
Q3 2019$373,000
-2.1%
4,230
+17.4%
0.02%
-44.4%
Q2 2018$381,000
-16.8%
3,602
-24.5%
0.03%
-32.5%
Q1 2018$458,000
+55.8%
4,772
+55.1%
0.04%
+37.9%
Q4 2017$294,000
+10.1%
3,076
-6.2%
0.03%
-88.5%
Q2 2015$267,000
-17.8%
3,280
-20.3%
0.25%
-34.3%
Q1 2015$325,000
-16.5%
4,114
-18.5%
0.38%
-16.5%
Q4 2014$389,0005,0500.46%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders