FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 123 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$40,000
-2.4%
7650.0%0.01%0.0%
Q1 2021$41,000
-98.0%
765
-98.0%
0.01%
-70.5%
Q4 2020$2,083,000
-9.0%
37,449
-13.6%
0.04%
-50.0%
Q3 2020$2,290,000
-32.5%
43,321
-35.0%
0.09%
-36.2%
Q2 2020$3,393,000
-24.4%
66,664
-26.7%
0.14%
-42.5%
Q1 2020$4,486,000
-45.6%
90,966
-44.6%
0.24%
-18.4%
Q4 2019$8,243,000
+1.5%
164,297
+2.1%
0.29%
-6.4%
Q3 2019$8,120,000
+38.8%
160,883
+39.8%
0.31%
+27.6%
Q2 2019$5,852,000
+6.0%
115,088
+2.2%
0.25%
+1.7%
Q1 2019$5,520,000
+53.8%
112,564
+51.0%
0.24%
+53.2%
Q4 2018$3,590,0000.0%74,5470.0%0.16%0.0%
Q3 2018$3,590,000
+3.8%
74,547
+6.0%
0.16%
-4.2%
Q2 2018$3,460,000
-17.4%
70,318
-13.4%
0.16%
-32.9%
Q1 2018$4,190,000
-92.8%
81,190
-93.0%
0.25%
-93.6%
Q4 2017$58,172,000
+10.3%
1,165,303
+8.9%
3.82%
-5.4%
Q3 2017$52,721,000
+8.4%
1,070,480
+110.7%
4.04%
-8.2%
Q2 2017$48,621,000
+2750.0%
508,164
+2622.1%
4.40%
+2240.4%
Q1 2017$1,706,000
+368.7%
18,668
+360.1%
0.19%
+283.7%
Q4 2016$364,000
-98.3%
4,057
-98.1%
0.05%
-98.4%
Q3 2016$21,047,000
-31.8%
209,613
-32.4%
3.12%
-40.4%
Q2 2016$30,861,000
+18.0%
309,942
+15.2%
5.24%
+15.8%
Q1 2016$26,147,000
+18.6%
269,026
+9.4%
4.53%
-19.0%
Q4 2015$22,052,000
-2.2%
245,918
-2.1%
5.59%
-11.2%
Q2 2015$22,559,000
+137.6%
251,240
+142.2%
6.29%
+114.7%
Q1 2015$9,493,000103,7172.93%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FutureAdvisor, Inc. 115,531$11,143,0003.80%
Checchi Capital Advisers, LLC 100,554$9,732,0003.66%
STERLING INVESTMENT ADVISORS LLC /ADV 30,763$2,977,0003.07%
FCA CORP /TX 39,103$3,784,0002.17%
Family Firm, Inc. 37,746$3,653,0001.90%
Kingfisher Capital LLC 38,225$3,699,0001.90%
Garde Capital, Inc. 61,389$5,941,0001.82%
Hudock, Inc. 38,091$3,686,0001.70%
Frontier Wealth Management LLC 54,621$5,286,0001.00%
BAR HARBOR WEALTH MANAGEMENT 73,749$7,138,0000.89%
View complete list of ISHARES TR shareholders