Insight Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 104 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$320,000
+20.3%
4,564
+14.4%
0.04%
+25.0%
Q1 2021$266,000
-92.2%
3,989
-91.4%
0.04%
-93.8%
Q4 2020$3,397,000
+26.7%
46,522
+10.4%
0.58%
-19.2%
Q1 2020$2,682,000
+4.7%
42,156
+9.7%
0.71%
+31.7%
Q4 2019$2,561,000
+13.1%
38,416
+13.0%
0.54%
+1.9%
Q3 2019$2,265,000
+586.4%
33,998
+557.5%
0.53%
+556.8%
Q2 2019$330,0005,1710.08%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
AGILIS PARTNERS LLC 994,131$22,335,9156.80%
Allianz Investment Management U.S. LLC 1,622,000$81,148,6605.25%
Tennessee Valley Asset Management Partners 738,482$36,953,6763.80%
Destiny Capital Corp/CO 106,121$5,310,3033.63%
Carolina Wealth Advisors, LLC 131,194$6,564,9573.22%
Eley Financial Management, Inc 131,002$6,555,3402.78%
RiverFront Investment Group, LLC 1,581,003$79,1132.11%
Pinnacle Family Advisors, LLC 75,115$3,758,7312.08%
Klaas Financial Asset Advisors, LLC 203,055$10,160,8921.86%
WESPAC Advisors SoCal, LLC 120,486$6,029,1191.51%
View complete list of ISHARES TR shareholders