FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,096 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.61 and the average weighting 1.5%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$1,057,000
-0.9%
3,933
-0.3%
0.35%
+1.7%
Q1 2021$1,067,000
-92.9%
3,944
-93.9%
0.35%
+10.5%
Q4 2020$14,979,000
+17.7%
65,175
-5.1%
0.31%
-35.9%
Q3 2020$12,724,000
+22.7%
68,665
+17.8%
0.49%
+16.1%
Q2 2020$10,367,000
+18.2%
58,301
-4.3%
0.42%
-10.0%
Q1 2020$8,768,000
-76.2%
60,946
-66.0%
0.47%
-64.3%
Q4 2019$36,903,000
-47.7%
179,299
-50.9%
1.32%
-51.7%
Q3 2019$70,561,000
-0.1%
365,165
+0.4%
2.72%
-8.3%
Q2 2019$70,633,000
+45.0%
363,602
+41.4%
2.97%
+39.2%
Q1 2019$48,698,000
-3.7%
257,118
+2.4%
2.14%
-3.9%
Q4 2018$50,561,0000.0%251,1830.0%2.22%0.0%
Q3 2018$50,561,000
+11.4%
251,183
+7.8%
2.22%
+2.4%
Q2 2018$45,401,000
+12.1%
233,087
+7.9%
2.17%
-8.8%
Q1 2018$40,506,000
+16.7%
215,953
+18.1%
2.38%
+4.3%
Q4 2017$34,716,000
+30.8%
182,927
+23.3%
2.28%
+12.1%
Q3 2017$26,532,000
+79.9%
148,309
+74.9%
2.03%
+52.3%
Q2 2017$14,747,000
+48.6%
84,776
+46.2%
1.34%
+22.0%
Q1 2017$9,927,000
+313.3%
57,980
+299.1%
1.09%
+239.8%
Q4 2016$2,402,000
+1027.7%
14,529
+953.6%
0.32%
+906.2%
Q3 2016$213,000
-25.5%
1,379
-30.3%
0.03%
-71.2%
Q4 2014$286,0001,9780.11%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders