Insight Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 176 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$225,000
-37.5%
3,723
-36.7%
0.06%
-21.1%
Q4 2019$360,000
+28.6%
5,879
+28.8%
0.08%
+15.2%
Q3 2019$280,000
+1.8%
4,565
+0.5%
0.07%
-1.5%
Q2 2019$275,0004,5420.07%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 900,942$55,165,0005.30%
Blue Zone Wealth Advisors, LLC 122,591$7,506,0004.84%
Towerpoint Wealth, LLC 106,399$6,515,0004.30%
PACIFIC CAPITAL WEALTH ADVISORS, INC 100,334$6,143,0004.10%
Miracle Mile Advisors, LLC 945,837$57,914,0004.00%
Parkside Advisors LLC 112,476$6,887,0003.08%
Pure Financial Advisors, LLC 193,654$11,857,0002.02%
Boltwood Capital Management 55,004$3,368,0001.89%
Slow Capital, Inc. 92,606$5,670,0001.75%
BAILARD, INC. 383,790$23,499,0001.32%
View complete list of ISHARES TR shareholders