Paragon Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 366 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,127
+4.2%
300.0%0.00%
+33.3%
Q3 2022$3,000
-99.2%
30
-99.2%
0.00%
-98.6%
Q3 2018$356,000
+6.6%
3,928
+0.1%
0.22%
-6.8%
Q2 2018$334,000
+0.6%
3,9260.0%0.24%
-16.5%
Q1 2018$332,000
-6.2%
3,926
+0.1%
0.28%
-2.7%
Q4 2017$354,000
+5.0%
3,923
+0.1%
0.29%
-3.9%
Q3 2017$337,000
+3.4%
3,921
+0.1%
0.30%
+4.1%
Q2 2017$326,000
-0.6%
3,9170.0%0.29%
+8.6%
Q1 2017$328,000
+1.9%
3,917
+0.1%
0.27%
+4.3%
Q4 2016$322,0003,9150.26%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Titus Wealth Management 173,488$16,336,00014.96%
Stratford Consulting, LLC 383,160$36,078,00012.35%
Wolff Financial Management LLC 149,025$14,032,00010.24%
Shamrock Asset Management LLC 107,050$10,080,0007.85%
Forefront Analytics, LLC 179,504$16,899,0006.96%
Bouchey Financial Group Ltd 283,019$26,649,0006.37%
LBMC INVESTMENT ADVISORS, LLC 410,238$38,628,0005.86%
WealthOne, LLC 85,024$8,006,0005.73%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 215,196$20,263,0005.53%
Gunma Bank,Ltd. 61,000$5,744,0005.46%
View complete list of ISHARES TR shareholders