Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$605,648
+15.4%
23,882
+15.9%
0.02%
+35.7%
Q2 2023$524,626
-51.9%
20,614
-53.2%
0.01%
-51.7%
Q1 2023$1,090,754
-2.7%
44,000
-9.1%
0.03%
-81.0%
Q4 2022$1,121,544
+3.4%
48,405
-11.9%
0.15%
-2.5%
Q3 2022$1,085,000
-16.9%
54,935
-6.7%
0.16%
-7.1%
Q2 2022$1,306,000
-26.3%
58,861
-15.5%
0.17%
-22.5%
Q1 2022$1,773,000
+10.3%
69,646
+10.2%
0.22%
+21.1%
Q4 2021$1,608,000
-3.0%
63,224
-1.9%
0.18%
-29.4%
Q3 2021$1,658,000
-2.5%
64,479
-4.1%
0.26%
-31.8%
Q1 2021$1,701,000
-5.7%
67,263
-15.1%
0.37%
+1285.2%
Q4 2020$1,803,000
+7.1%
79,190
-7.9%
0.03%
-12.9%
Q3 2020$1,684,000
-4.5%
86,025
-4.8%
0.03%
-11.4%
Q2 2020$1,764,000
-17.9%
90,315
-26.0%
0.04%
-47.0%
Q1 2020$2,148,000
-11.5%
122,048
+22.5%
0.07%
-10.8%
Q4 2019$2,428,000
-9.1%
99,632
-15.0%
0.07%
-32.1%
Q3 2019$2,670,000
+40.9%
117,175
+42.5%
0.11%
+34.6%
Q2 2019$1,895,000
+113.4%
82,231
+131.5%
0.08%
+26.6%
Q2 2018$888,00035,5170.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders