Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$1,304,000
+47.2%
20,321
+33.1%
0.02%
+18.8%
Q3 2020$886,000
+22.5%
15,273
+16.0%
0.02%
+14.3%
Q2 2020$723,000
+55.5%
13,167
+34.5%
0.01%0.0%
Q1 2020$465,000
-78.0%
9,790
-73.1%
0.01%
-78.1%
Q4 2019$2,112,000
+396.9%
36,422
+371.1%
0.06%
+276.5%
Q3 2019$425,000
-0.2%
7,731
+0.0%
0.02%
-5.6%
Q2 2019$426,000
+34.4%
7,729
+30.4%
0.02%
-5.3%
Q1 2019$317,000
+1.3%
5,925
+2.1%
0.02%
-36.7%
Q4 2017$313,0005,8010.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Fort Henry Capital, LLC 59,288$3,805,0003.80%
NORTHWEST WEALTH MANAGEMENT, LLC 75,500$4,846,0003.34%
Peregrine Asset Advisers, Inc. 101,428$6,510,0003.04%
PATTON ALBERTSON MILLER GROUP, LLC 104,422$7,028,0001.67%
Ahrens Investment Partners LLC 46,536$2,987,0001.60%
Trilogy Capital Inc. 292,398$18,766,0001.53%
Madrona Financial Services, LLC 35,062$2,250,0001.26%
Weaver Consulting Group 30,765$1,974,0001.23%
LBMC INVESTMENT ADVISORS, LLC 160,681$10,313,0001.22%
MARINO, STRAM & ASSOCIATES LLC 39,464$2,533,0001.12%
View complete list of ISHARES TR shareholders