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

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 139 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Paradigm, Strategies in Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,068,370
+9.3%
377,377
+11.5%
5.78%
+3.0%
Q2 2023$8,294,798
+21.6%
338,563
+23.8%
5.61%
+4.6%
Q1 2023$6,821,364273,5115.37%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 120,844$3,183,0002.82%
PFG Private Wealth Management, LLC 182,410$4,805,0002.47%
Legacy CG, LLC 120,746$3,180,0002.07%
Peloton Wealth Strategists 163,000$4,293,0001.79%
Matthew Goff Investment Advisor, LLC 265,620$6,996,0001.64%
SIGMA INVESTMENT COUNSELORS INC 784,781$20,671,0001.48%
Signature Wealth Management Group 108,488$2,858,0001.29%
Bradley & Co. Private Wealth Management, LLC 39,888$1,051,0000.90%
Praetorian Wealth Management, Inc. 85,563$2,253,0000.77%
Guidance Point Advisors, LLC 48,387$1,872,0000.71%
View complete list of ISHARES TR shareholders