Insight Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,090,797
-5.7%
319,022
-3.2%
4.46%
-4.9%
Q2 2023$24,499,468
+1.1%
329,604
-1.1%
4.69%
-1.3%
Q1 2023$24,240,409
-1.9%
333,247
-2.7%
4.75%
-0.5%
Q4 2022$24,699,569
-6.1%
342,574
-8.5%
4.78%
-2.3%
Q3 2022$26,301,0000.0%374,5990.0%4.88%0.0%
Q2 2022$26,301,000
-14.6%
374,599
-5.7%
4.88%
+7.5%
Q1 2022$30,807,000
-3.4%
397,153
+0.7%
4.54%
-0.0%
Q4 2021$31,892,000
+3.9%
394,210
-5.6%
4.54%
+5.3%
Q3 2021$30,681,000
-1.0%
417,425
-0.8%
4.32%
-2.0%
Q2 2021$30,986,000
-1.3%
420,945
-7.3%
4.40%
+4.6%
Q1 2021$31,408,000
+61.9%
453,934
+58.8%
4.21%
+27.9%
Q4 2020$19,400,000
-5.0%
285,804
-10.8%
3.29%
-13.1%
Q3 2020$20,413,000
+25.6%
320,308
+19.5%
3.79%
+4.7%
Q2 2020$16,250,000
+30.2%
268,023
+15.9%
3.62%
+8.9%
Q1 2020$12,485,000
+180.6%
231,162
+240.9%
3.32%
+252.7%
Q4 2019$4,449,000
-1.3%
67,817
-3.5%
0.94%
-11.0%
Q3 2019$4,506,000
+22.1%
70,291
+17.6%
1.06%
+17.3%
Q2 2019$3,691,000
+36.4%
59,795
+29.9%
0.90%
+19.3%
Q1 2019$2,707,000
+33.0%
46,033
+18.5%
0.76%
+21.2%
Q4 2018$2,036,00038,8490.62%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 2,011,232$128,920,00077.48%
Shelter Ins Retirement Plan 1,717,600$110,098,00056.20%
Legacy Financial Advisors, Inc. 1,897,861$121,653,00040.44%
Tolleson Wealth Management, Inc. 1,034,068$66,284,00036.12%
DOW CHEMICAL CO /DE/ 2,024,319$129,759,00028.94%
Financial Advisors, LLC 697,153$44,688,00027.39%
VisionPoint Advisory Group, LLC 1,393,849$89,248,00024.46%
Personal Wealth Partners 732,333$46,943,00021.67%
ARS Wealth Advisors, LLC 1,038,753$66,584,00021.17%
Sharkey, Howes & Javer 704,274$45,144,00019.46%
View complete list of ISHARES TR shareholders