Paragon Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$100,7821,039
+103800.0%
0.12%
Q3 2022$0
-100.0%
1
-100.0%
0.00%
-100.0%
Q2 2022$11,766,000
+8.1%
115,998
+11.8%
13.21%
+363.4%
Q1 2022$10,886,000
-0.9%
103,739
-0.0%
2.85%
+7.3%
Q4 2021$10,987,000
+6.2%
103,767
+6.0%
2.66%
-3.6%
Q3 2021$10,342,000
+8.0%
97,910
+8.7%
2.76%
+5.1%
Q2 2021$9,578,00090,0922.62%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders