Simplicity Wealth,LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 164 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$612,712
+8.8%
27,756
+9.2%
0.01%
+7.7%
Q1 2024$563,185
+8.1%
25,414
+9.3%
0.01%
-93.6%
Q4 2023$520,80623,2610.20%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
MKT Advisors LLC 261,934$5,721,9483.14%
GLOBALT Investments LLC / GA 3,230,771$71,593,8852.85%
1858 WEALTH MANAGEMENT, LLC 125,453$2,808,8552.66%
TMD Wealth Management, LLC 507,475$11,245,6532.62%
FinTrust Capital Advisors, LLC 552,626$12,246,2042.36%
SHELTON WEALTH MANAGEMENT, LLC 128,746$2,853,0111.79%
Journey Advisory Group, LLC 640,936$14,203,1391.75%
Old Port Advisors 209,502$4,642,5641.42%
MV CAPITAL MANAGEMENT, INC. 488,238$10,819,3641.24%
Accretive Wealth Partners, LLC 102,203$2,242,8350.99%
View complete list of ISHARES TR shareholders