Insight Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Insight Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$203,469
-16.9%
4,128
-17.5%
0.05%
-14.5%
Q1 2023$244,848
+2.8%
5,002
-0.1%
0.06%
-69.1%
Q4 2022$238,083
-1.6%
5,007
-0.1%
0.18%
-21.9%
Q3 2022$242,000
-3.2%
5,011
-0.1%
0.23%
+21.3%
Q2 2022$250,000
-31.9%
5,017
-28.7%
0.19%
-7.8%
Q1 2022$367,000
-5.9%
7,041
-1.7%
0.20%
+179.5%
Q4 2021$390,000
+2.9%
7,160
+3.9%
0.07%
-64.0%
Q3 2021$379,000
-12.9%
6,894
-12.8%
0.20%
-12.5%
Q2 2021$435,000
+0.7%
7,902
+0.4%
0.23%
+8.9%
Q1 2021$432,000
-74.6%
7,870
-74.0%
0.21%
-79.6%
Q4 2020$1,702,000
-39.4%
30,272
-40.0%
1.04%
-61.1%
Q3 2020$2,808,000
+3.6%
50,449
+3.6%
2.68%
-3.7%
Q2 2020$2,711,000
+2.5%
48,684
+0.6%
2.78%
-19.3%
Q1 2020$2,646,000
+73.1%
48,381
+73.3%
3.45%
+127.6%
Q4 2019$1,529,00027,9151.52%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders