Insight Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 134 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$2,218,000
+15.9%
18,313
+15.4%
0.49%
-2.9%
Q1 2020$1,914,000
+656.5%
15,875
+623.6%
0.51%
+721.0%
Q2 2019$253,0002,1940.06%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Capstone Financial Group, Inc. 109,906$13,283,00010.27%
BTS Asset Management, Inc. 3,495$423,0004.93%
AMJ Financial Wealth Management 53,593$6,489,0003.82%
Total Clarity Wealth Management, Inc. 18,451$2,234,0001.95%
Karp Capital Management Corp 49,512$5,995,0001.47%
RKL Wealth Management LLC 75,641$9,159,0001.46%
UBP Investment Advisors SA 14,229$1,723,0001.33%
Smart Money Group LLC 24,923$3,018,0001.30%
H&H Retirement Design & Management INC 13,654$1,653,0001.30%
Copperleaf Capital, LLC 9,843$1,192,0001.15%
View complete list of ISHARES TR shareholders