Simplicity Wealth,LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 132 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$374,054
+20.8%
6,110
+25.0%
0.01%
+14.3%
Q1 2024$309,5234,8890.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
RONALD BLUE & CO LLC 3,655,686$192,472,0006.70%
ASSETMARK, INC 1,505,395$79,259,0001.04%
Alexandria Capital, LLC 43,987$2,316,0000.58%
Mandatum Life Insurance Co Ltd 27,535$1,450,0000.19%
PARK AVENUE SECURITIES LLC 7,226$382,0000.17%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 177,010$9,320,0000.16%
Smithfield Trust Co 19,698$1,038,0000.16%
IFC Holdings Incorporated/FL 34,777$1,827,0000.16%
First Allied Advisory Services, Inc. 54,202$2,858,0000.15%
Portfolio Solutions, LLC 16,259$856,0000.12%
View complete list of ISHARES TR shareholders