Simplicity Wealth,LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 384 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.5%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$383,463
+19.8%
3,462
+23.9%
0.24%
+11.7%
Q1 2023$320,0132,7940.21%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
GenWealth Group, Inc. 94,263$12,098,0005.57%
JUNCTURE WEALTH STRATEGIES, LLC 56,175$7,222,0003.78%
Ifrah Financial Services, Inc. 50,779$6,529,0002.31%
Compagnie Lombard Odier SCmA 348,235$44,773,0001.57%
RiverFront Investment Group, LLC 417,665$53,699,0001.27%
Financial Gravity Asset Management, Inc. 4,703$601,0000.63%
Sage Capital Advisors,llc 6,836$879,0000.55%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32,130$4,131,0000.51%
Transamerica Financial Advisors, Inc. 14,337$1,844,0000.39%
BENJAMIN F. EDWARDS & COMPANY, INC. 32,216$4,142,0000.39%
View complete list of ISHARES TR shareholders