Paradigm, Strategies in Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 130 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Paradigm, Strategies in Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$2,009,000
-0.5%
78,525
-0.3%
1.90%
+4.5%
Q2 2021$2,019,000
-4.8%
78,739
-4.5%
1.82%
-11.3%
Q1 2021$2,120,00082,4382.05%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Wealthquest Corp 159,008$4,080,0001.54%
Gateway Advisory, LLC 215,378$5,527,0001.43%
Paulson Wealth Management Inc. 48,938$1,256,0000.95%
Fieldpoint Private Securities, LLC 61,700$1,583,0000.66%
Guidance Point Advisors, LLC 41,138$1,055,0000.62%
Ferris Capital, LLC 65,074$1,670,0000.61%
LEAVELL INVESTMENT MANAGEMENT, INC. 190,467$4,887,0000.55%
Guidant Wealth Advisors 52,954$1,359,0000.53%
Roof Eidam Maycock Peralta, LLC 45,860$1,177,0000.46%
Legacy Private Trust Co. 142,260$3,650,0000.43%
View complete list of ISHARES TR shareholders