Insight Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 43 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$340,000
-0.6%
3,310
-1.7%
0.06%
-7.9%
Q3 2020$342,000
+0.9%
3,366
+0.6%
0.06%
-16.0%
Q2 2020$339,000
+4.3%
3,345
+0.5%
0.08%
-12.8%
Q1 2020$325,000
-29.7%
3,327
-26.5%
0.09%
-12.2%
Q4 2019$462,000
+116.9%
4,529
+116.0%
0.10%
+96.0%
Q3 2019$213,0002,0970.05%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Wall Capital Group, Inc. 49,085$4,792,0002.55%
Sterneck Capital Management, LLC 8,312$812,0000.82%
Patten Group, Inc. 8,897$869,0000.45%
PHILLIPS FINANCIAL MANAGEMENT, LLC 18,502$1,797,0000.36%
Cetera Investment Advisers 22,295$2,177,0000.27%
OPTIMUM INVESTMENT ADVISORS 5,600$547,0000.22%
Ford Financial Group, LLC 2,596$253,0000.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,729$754,0000.12%
Geneos Wealth Management Inc. 14,836$1,428,0000.10%
Insight Wealth Strategies, LLC 3,327$325,0000.09%
View complete list of ISHARES TR shareholders