Insight Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$4,340,000
+11.6%
44,079
+11.6%
0.61%
+10.5%
Q2 2021$3,889,000
-11.3%
39,499
-18.1%
0.55%
-5.8%
Q1 2021$4,383,000
+205.4%
48,234
+189.2%
0.59%
+140.6%
Q4 2020$1,435,00016,6780.24%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
West Wealth Group, LLC 418,747$35,488,81117.64%
Buttonwood Financial Group, LLC 221,480$18,770,53117.06%
IMPACTfolio, LLC 171,865$14,56613.50%
CLIENT 1ST ADVISORY GROUP, LLC 261,291$22,144,37612.94%
Clifford Group, LLC 120,012$10,171,00412.70%
Spectrum Planning & Advisory Services Inc. 105,946$8,978,94712.26%
Keystone Financial Services 247,083$22,296,75011.99%
Hobart Private Capital, LLC 208,329$17,655,88311.96%
Sharkey, Howes & Javer 614,136$52,048,05711.95%
Erickson Financial Group, LLC 125,174$10,608,49711.48%
View complete list of ISHARES TR shareholders