Paragon Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 340 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 21.00 and the average weighting 0.9%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$6,000
-99.3%
74
-99.4%
0.00%
-99.3%
Q4 2020$871,000
-35.5%
11,871
-37.5%
0.30%
-68.7%
Q2 2018$1,351,000
-52.5%
18,985
-50.9%
0.96%
-60.7%
Q1 2018$2,847,000
+3.8%
38,633
+2.8%
2.44%
+7.9%
Q4 2017$2,742,000
+3.7%
37,567
+1.0%
2.26%
-5.4%
Q3 2017$2,644,000
+63.5%
37,213
+59.4%
2.39%
+64.7%
Q2 2017$1,617,00023,3491.45%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders