Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 126 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$328,000
+11.6%
4,486
+7.4%
0.01%0.0%
Q3 2020$294,000
-13.8%
4,177
-14.3%
0.01%
-28.6%
Q2 2020$341,000
-61.9%
4,874
-65.4%
0.01%
-75.0%
Q1 2020$895,000
+26.2%
14,069
+32.2%
0.03%
+27.3%
Q4 2019$709,000
+46.5%
10,641
+46.6%
0.02%
+10.0%
Q3 2019$484,0000.0%7,258
-4.3%
0.02%
-4.8%
Q2 2019$484,000
-15.2%
7,586
-19.9%
0.02%
-57.1%
Q1 2018$571,000
-21.7%
9,473
-17.8%
0.05%
-31.0%
Q4 2017$729,000
+0.7%
11,529
-1.2%
0.07%
-85.5%
Q3 2017$724,000
-10.0%
11,672
-10.5%
0.49%
+413.7%
Q2 2017$804,000
-8.8%
13,038
-12.4%
0.10%
-30.1%
Q1 2017$882,000
+9.3%
14,887
+8.3%
0.14%
-26.9%
Q4 2016$807,000
-12.5%
13,741
-5.7%
0.19%
-58.6%
Q3 2016$922,000
-8.5%
14,578
-9.4%
0.45%
-17.2%
Q2 2016$1,008,000
-6.2%
16,095
-11.2%
0.54%
-17.8%
Q1 2016$1,075,000
-4.8%
18,130
-10.6%
0.66%
+391.8%
Q4 2015$1,129,000
-4.6%
20,280
-2.3%
0.13%
-89.5%
Q3 2015$1,184,000
+23.7%
20,760
+24.0%
1.28%
+40.5%
Q2 2015$957,000
-29.2%
16,744
-22.5%
0.91%
-43.3%
Q1 2015$1,352,00021,6001.60%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 720,506$44,253,00021.91%
Allianz Investment Management U.S. LLC 1,470,000$90,302,0007.22%
NYL Investors LLC 755,000$46,372,0006.38%
Fund Evaluation Group, LLC 4,064$73,396,0005.08%
AGILIS PARTNERS LLC 159,101$9,772,0004.88%
Mid-American Wealth Advisory Group, Inc. 77,048$4,732,0003.70%
Carolina Wealth Advisors, LLC 63,397$3,894,0002.46%
PRUDENTIAL PLC 1,884,761$115,762,0001.67%
Copperleaf Capital, LLC 29,061$1,785,0001.58%
ShoreHaven Wealth Partners, LLC 47,718$2,930,0001.55%
View complete list of ISHARES TR shareholders