Simplicity Wealth,LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 426 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.66 and the average weighting 0.4%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$30,743,429
+5202.5%
299,352
+5323.0%
0.70%
+4864.3%
Q1 2024$579,786
+170.6%
5,520
+178.9%
0.01%
-83.1%
Q4 2023$214,221
-44.1%
1,979
-42.8%
0.08%
-65.1%
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 2024
NameSharesValueWeighting ↓
Forum Financial Management, LP 6,919,708$710,653,97812.86%
Members Advisory Group LLC 164,107$16,855,2719.20%
GGM Financials LLC 89,186$9,159,4258.43%
Richard Bernstein Advisors LLC 3,120,944$320,521,0057.10%
Quantitative Strategies, Inc. 117,066$12,022,6646.86%
FAS Wealth Partners, Inc. 686,934$70,548,1456.10%
Marks Wealth, LLC 134,411$13,804,0106.09%
AllGen Financial Advisors, Inc. 133,765$13,737,6665.21%
Smith Anglin Financial, LLC 466,897$47,950,3644.85%
Itau Unibanco Holding S.A. 1,125,150$115,552,9054.72%
View complete list of ISHARES TR shareholders