Paragon Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 490 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$361,000
-47.8%
1,650
-55.0%
0.21%
-57.1%
Q4 2018$692,000
-19.1%
3,664
-0.2%
0.49%
-7.5%
Q3 2018$855,000
-8.6%
3,670
-11.8%
0.53%
-20.1%
Q2 2018$935,000
-0.3%
4,159
-3.2%
0.66%
-17.4%
Q1 2018$938,000
-6.1%
4,295
-7.2%
0.80%
-2.4%
Q4 2017$999,000
+4.1%
4,630
-2.4%
0.82%
-5.1%
Q3 2017$960,000
+1.7%
4,743
-1.2%
0.87%
+2.5%
Q2 2017$944,000
-27.7%
4,799
-29.8%
0.85%
-21.2%
Q1 2017$1,306,000
-9.9%
6,839
-14.0%
1.07%
-7.4%
Q4 2016$1,449,0007,9531.16%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders