FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 365 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.5%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$4,785,000
+1152.6%
58,854
+1786.3%
0.10%
+566.7%
Q3 2020$382,000
-94.9%
3,120
-93.4%
0.02%
-94.4%
Q4 2019$7,553,000
+131.0%
46,973
+115.7%
0.27%
+113.5%
Q3 2019$3,270,000
+1059.6%
21,774
+1187.6%
0.13%
+950.0%
Q4 2018$282,0000.0%1,6910.0%0.01%0.0%
Q3 2018$282,000
+0.7%
1,691
-1.2%
0.01%
-7.7%
Q2 2018$280,000
-71.3%
1,712
-73.0%
0.01%
-79.7%
Q4 2017$974,000
+26.3%
6,340
+21.9%
0.06%
+8.5%
Q3 2017$771,000
-5.5%
5,201
-10.9%
0.06%
-20.3%
Q2 2017$816,000
+240.0%
5,835
+240.0%
0.07%
+131.2%
Q4 2016$240,000
+19.4%
1,716
+6.7%
0.03%
+6.7%
Q3 2016$201,0001,6080.03%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders