Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 75 filers reported holding ISHARES TR in Q1 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
Q4 2020$13,221,000
+20.3%
173,008
+18.9%
0.20%
-3.0%
Q3 2020$10,989,000
+7.7%
145,546
+6.9%
0.20%0.0%
Q2 2020$10,203,000
+107.3%
136,089
+97.0%
0.20%
+32.9%
Q1 2020$4,922,000
+52.2%
69,094
+45.5%
0.15%
+55.1%
Q4 2019$3,233,000
+118.9%
47,476
+122.9%
0.10%
+63.3%
Q3 2019$1,477,00021,2960.06%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
STABLEFORD CAPITAL II LLC 167,638$8,567,9783.44%
Peak Financial Management, Inc. 162,533$8,307,0482.63%
Verde Capital Management 139,387$7,124,0602.44%
Independent Wealth Network Inc. 65,603$3,352,9521.57%
Rooted Wealth Advisors, Inc. 59,307$2,9651.46%
Centennial Wealth Advisory LLC 46,175$2,360,0111.09%
Safeguard Investment Advisory Group, LLC 40,712$2,080,7940.71%
Focus Financial Network, Inc. 230,864$11,183,1090.54%
Cresta Advisors, Ltd. 16,570$846,8930.54%
Renasant Bank 14,477$739,9190.53%
View complete list of ISHARES TR shareholders