Simplicity Wealth,LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 688 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$205,443
-1.4%
1,8900.0%0.01%0.0%
Q1 2024$208,2971,8900.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Stratford Consulting, LLC 366,371$30,097,00013.53%
Noven Financial Group, Inc. 220,819$18,140,00012.21%
ARS Wealth Advisors, LLC 218,205$17,926,0007.62%
LBMC INVESTMENT ADVISORS, LLC 423,000$34,749,0006.97%
Corbenic Partners LLC 81,759$6,717,0006.89%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 197,624$16,235,0006.67%
Manifold Partners, LLC 79,328$7,296,0005.81%
Friedenthal Financial 68,070$5,592,0004.82%
FundX Investment Group, LLC 234,667$19,278,0004.82%
Simply Money Advisors 380,142$31,229,0004.81%
View complete list of ISHARES TR shareholders