Paradigm Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 258 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 1.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
Paradigm Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$215,000
-14.7%
489
+5.2%
0.05%
-9.4%
Q4 2021$252,000
+11.5%
465
-54.2%
0.05%
-54.3%
Q1 2020$226,000
-13.4%
1,016
-2.3%
0.12%
+14.9%
Q4 2019$261,000
-7.1%
1,040
-22.7%
0.10%
-21.7%
Q3 2019$281,000
+27.1%
1,345
+20.8%
0.13%
+31.6%
Q2 2019$221,0001,1130.10%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Advisors Preferred, LLC 103,374$11,680,0005.46%
Financial Management Professionals, Inc. 30,637$3,461,0001.80%
TOTH FINANCIAL ADVISORY CORP 29,718$3,358,0000.99%
ASSETMARK, INC 529,244$59,799,0000.91%
DOWLING & YAHNKE LLC 67,931$7,676,0000.90%
Cavalier Investments, LLC 12,243$1,383,0000.84%
JUNCTURE WEALTH STRATEGIES, LLC 6,732$761,0000.51%
BNP PARIBAS FINANCIAL MARKETS 1,104,000$124,740,960,0000.51%
Virtu Financial LLC 20,197$2,282,0000.39%
First Financial Bank - Trust Division 17,688$1,999,0000.37%
View complete list of ISHARES TR shareholders