Insight Wealth Strategies, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 366 filers reported holding ISHARES U S ETF TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2020$526,000
-10.1%
10,486
-10.2%
0.09%
-18.3%
Q3 2020$585,000
+0.5%
11,677
+0.3%
0.11%
-16.2%
Q2 2020$582,000
-10.9%
11,638
-13.6%
0.13%
-25.3%
Q1 2020$653,000
-27.2%
13,475
-24.5%
0.17%
-8.4%
Q4 2019$897,000
+0.9%
17,845
+1.1%
0.19%
-9.1%
Q3 2019$889,000
-93.2%
17,658
-93.2%
0.21%
-93.4%
Q2 2019$12,989,000
-2.9%
258,084
-3.1%
3.18%
-15.0%
Q1 2019$13,375,000
+3.8%
266,231
+3.0%
3.74%
-5.4%
Q4 2018$12,888,000258,5333.95%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2020
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders