Simplicity Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 420 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,712,817
-77.9%
17,575
-79.5%
0.05%
-76.8%
Q1 2023$7,759,593
+3595.0%
85,789
+3142.2%
0.20%
+576.7%
Q3 2022$210,000
-98.9%
2,646
-98.8%
0.03%
-89.1%
Q4 2020$18,503,000
+322.2%
215,072
+274.0%
0.27%
+238.3%
Q3 2020$4,383,000
-73.3%
57,507
-75.5%
0.08%
-75.1%
Q2 2020$16,444,000
+581.5%
234,947
+459.8%
0.32%
+339.2%
Q1 2020$2,413,00041,9680.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders