Simplicity Wealth,LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 399 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Simplicity Wealth,LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$345,915
+5.7%
6,828
+5.7%
0.01%0.0%
Q1 2024$327,286
-89.1%
6,457
-89.2%
0.01%
-99.3%
Q4 2023$3,009,153
+49.9%
59,623
+50.7%
1.16%
-0.9%
Q3 2023$2,007,38339,5621.18%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 1,132,687$57,381,90232.71%
Wellington Wealth Strategies, LLC. 138,541$7,018,48729.43%
MOULTON WEALTH MANAGEMENT, INC 464,451$23,466,36421.27%
Stash Investments, LLC 535,076$27,106,95017.87%
Rinkey Investments 895,379$45,359,91316.30%
Sugar Maple Asset Management, LLC 263,474$13,347,60912.91%
LANDAAS & CO /WI /ADV 834,330$42,267,00012.88%
Kiely Wealth Advisory Group, Inc. 429,398$21,675,99911.94%
Arbor Investment Advisors, LLC 1,522,999$77,155,12411.28%
St. Louis Financial Planners Asset Management, LLC 248,911$12,560,05210.80%
View complete list of ISHARES TR shareholders