Paradigm Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 428 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Paradigm Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$654,214
+1.9%
28,2720.0%0.19%
-4.0%
Q3 2022$642,000
-24.7%
28,272
-20.9%
0.20%
-22.3%
Q2 2022$853,000
-54.7%
35,763
-53.4%
0.26%
-38.8%
Q1 2022$1,885,000
+13.8%
76,745
+23.6%
0.42%
+20.1%
Q4 2021$1,657,000
+86.2%
62,102
+84.4%
0.35%
+64.9%
Q3 2021$890,000
+10.8%
33,684
+11.5%
0.21%
+5.5%
Q2 2021$803,000
+0.9%
30,198
-0.6%
0.20%
-7.0%
Q1 2021$796,000
-7.1%
30,381
-4.0%
0.22%
-13.3%
Q4 2020$857,000
+133.5%
31,640
+140.8%
0.25%
+90.8%
Q3 2020$367,000
-27.0%
13,137
-27.1%
0.13%
-34.7%
Q2 2020$503,000
-3.1%
18,017
-3.0%
0.20%
-25.5%
Q1 2020$519,000
-35.8%
18,582
-40.3%
0.27%
-15.0%
Q4 2019$808,000
-11.5%
31,132
-9.8%
0.31%
-25.1%
Q3 2019$913,000
+44.5%
34,503
+40.8%
0.42%
+48.6%
Q2 2019$632,000
+31.4%
24,497
+28.5%
0.28%
+25.3%
Q1 2019$481,00019,0640.22%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders