Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,888,752
-14.4%
71,077
-13.8%
0.22%
+0.5%
Q2 2023$8,051,620
-1.4%
82,496
+0.2%
0.22%
+2.8%
Q1 2023$8,165,738
+1961.1%
82,291
+1914.0%
0.21%
+296.3%
Q4 2022$396,179
-29.5%
4,086
-30.1%
0.05%
-33.3%
Q3 2022$562,000
-32.1%
5,846
-28.3%
0.08%
-24.3%
Q2 2022$828,000
+2.9%
8,159
+6.4%
0.11%
+8.1%
Q1 2022$805,000
-19.8%
7,671
-19.1%
0.10%
-11.6%
Q4 2021$1,004,000
+45.9%
9,484
+45.7%
0.11%
+5.7%
Q3 2021$688,000
-53.5%
6,511
-54.1%
0.11%
+381.8%
Q4 2020$1,480,000
-0.9%
14,170
-1.2%
0.02%
-18.5%
Q3 2020$1,493,000
+41.2%
14,348
+39.0%
0.03%
+28.6%
Q2 2020$1,057,000
+258.3%
10,322
+249.5%
0.02%
+133.3%
Q1 2020$295,000
+0.7%
2,953
+1.4%
0.01%0.0%
Q4 2019$293,000
-93.3%
2,912
-93.4%
0.01%
-94.9%
Q3 2019$4,388,000
-1.7%
43,805
-1.3%
0.18%
-6.8%
Q2 2019$4,462,000
+99.2%
44,362
+97.4%
0.19%
+42.5%
Q1 2019$2,240,000
+160.2%
22,473
+157.9%
0.13%
+173.5%
Q3 2018$861,000
+26.8%
8,714
+28.0%
0.05%0.0%
Q2 2018$679,000
+12.6%
6,809
+13.0%
0.05%
-5.8%
Q1 2018$603,000
+135.5%
6,025
+134.9%
0.05%
+108.0%
Q4 2017$256,0002,5650.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders