FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$14,0000.0%1270.0%0.01%0.0%
Q1 2021$14,000
-99.0%
127
-99.0%
0.01%
-82.8%
Q4 2020$1,392,000
-79.6%
12,597
-79.6%
0.03%
-89.0%
Q3 2020$6,826,000
-42.9%
61,662
-42.9%
0.26%
-46.0%
Q2 2020$11,962,000
-32.8%
108,016
-32.7%
0.49%
-48.8%
Q1 2020$17,806,000
+135.5%
160,382
+134.3%
0.95%
+253.9%
Q4 2019$7,560,000
-45.4%
68,442
-45.3%
0.27%
-49.7%
Q3 2019$13,847,000
+53.0%
125,173
+53.0%
0.54%
+40.4%
Q2 2019$9,050,000
+9.2%
81,789
+9.2%
0.38%
+5.0%
Q1 2019$8,284,00074,9220.36%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders