Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,092,210
+417.9%
135,031
+428.8%
0.08%
+425.0%
Q1 2023$597,055
-97.2%
25,537
-96.7%
0.02%
-95.0%
Q4 2020$21,372,000
+1.3%
784,592
+3.9%
0.32%
-18.3%
Q3 2020$21,106,000
+0.3%
755,129
+0.5%
0.39%
-6.7%
Q2 2020$21,034,000
-12.7%
751,473
-12.7%
0.42%
-43.9%
Q1 2020$24,101,000
+193.4%
860,450
+171.7%
0.74%
+196.8%
Q4 2019$8,215,000
+52.4%
316,686
+54.7%
0.25%
+14.2%
Q3 2019$5,390,000
+47.4%
204,734
+44.5%
0.22%
+39.5%
Q2 2019$3,657,000
+391.5%
141,649
+380.6%
0.16%
+256.8%
Q1 2019$744,000
-21.6%
29,472
-24.4%
0.04%
-18.5%
Q3 2018$949,000
-9.8%
38,973
-8.8%
0.05%
-28.9%
Q2 2018$1,052,000
+8.1%
42,721
+8.4%
0.08%
-9.5%
Q1 2018$973,0000.0%39,411
+1.6%
0.08%
-10.6%
Q4 2017$973,000
-11.7%
38,794
-11.1%
0.09%
-27.7%
Q2 2017$1,102,000
+7.3%
43,629
+6.4%
0.13%
-17.7%
Q1 2017$1,027,000
+233.4%
40,986
+231.8%
0.16%
+122.5%
Q4 2016$308,00012,3530.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders