Simplicity Solutions, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2021$217,000
-87.2%
4,327
-87.2%
0.03%
+32.0%
Q4 2020$1,696,000
-54.3%
33,801
-54.4%
0.02%
-63.2%
Q3 2020$3,715,000
-1.1%
74,138
-1.3%
0.07%
-8.1%
Q2 2020$3,755,000
-81.3%
75,086
-81.9%
0.07%
-88.0%
Q1 2020$20,085,000
+11.9%
414,204
+16.0%
0.62%
+13.2%
Q4 2019$17,950,000
+26.8%
357,219
+27.0%
0.55%
-5.0%
Q3 2019$14,156,000
+12.6%
281,205
+12.5%
0.58%
+7.1%
Q2 2019$12,577,000
+287.0%
249,906
+286.3%
0.54%
+177.3%
Q1 2019$3,250,000
+1117.2%
64,688
+1106.9%
0.19%
+454.3%
Q4 2018$267,000
+32.2%
5,360
+33.2%
0.04%
+191.7%
Q3 2018$202,000
-29.9%
4,024
-29.8%
0.01%
-42.9%
Q2 2018$288,000
+1.8%
5,734
+1.7%
0.02%
-86.2%
Q2 2016$283,000
-39.7%
5,639
-39.8%
0.15%
-47.2%
Q1 2016$469,0009,3620.29%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders