Paradigm Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 893 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 1.9%.

Quarter-by-quarter ownership
Paradigm Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$216,000
-94.3%
3,021
-93.7%
0.06%
-92.2%
Q1 2022$3,761,000
+104.4%
47,976
+66.2%
0.84%
+28.5%
Q3 2020$1,840,000
+13.3%
28,875
+9.2%
0.65%
+1.1%
Q2 2020$1,624,000
-17.9%
26,441
-23.0%
0.64%
-36.8%
Q1 2020$1,978,000
+572.8%
34,336
+640.0%
1.02%
+653.3%
Q3 2019$294,000
+3.5%
4,640
+0.8%
0.14%
+6.3%
Q2 2019$284,000
+12.7%
4,605
+7.3%
0.13%
+7.6%
Q1 2019$252,0004,2910.12%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 2,011,232$128,920,00077.48%
Shelter Ins Retirement Plan 1,717,600$110,098,00056.20%
Legacy Financial Advisors, Inc. 1,897,861$121,653,00040.44%
Tolleson Wealth Management, Inc. 1,034,068$66,284,00036.12%
DOW CHEMICAL CO /DE/ 2,024,319$129,759,00028.94%
Financial Advisors, LLC 697,153$44,688,00027.39%
VisionPoint Advisory Group, LLC 1,393,849$89,248,00024.46%
Personal Wealth Partners 732,333$46,943,00021.67%
ARS Wealth Advisors, LLC 1,038,753$66,584,00021.17%
Sharkey, Howes & Javer 704,274$45,144,00019.46%
View complete list of ISHARES TR shareholders