FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 657 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 18.95 and the average weighting 0.7%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$3,640,000
+12.5%
94,511
+9.8%
0.08%
-33.9%
Q4 2019$3,235,000
+84.5%
86,067
+84.3%
0.12%
+69.1%
Q3 2019$1,753,000
+3.2%
46,708
+2.2%
0.07%
-9.3%
Q4 2018$1,698,0000.0%45,7190.0%0.08%0.0%
Q3 2018$1,698,000
-20.1%
45,719
-18.9%
0.08%
-26.5%
Q2 2018$2,126,000
+52.6%
56,365
+52.0%
0.10%
+24.4%
Q1 2018$1,393,000
-48.4%
37,092
-47.7%
0.08%
-53.7%
Q4 2017$2,698,000
-50.4%
70,869
-49.4%
0.18%
-57.6%
Q3 2017$5,440,000
+32.4%
140,176
+33.6%
0.42%
+12.1%
Q2 2017$4,110,000
+54.7%
104,916
+52.8%
0.37%
+27.0%
Q1 2017$2,657,000
-27.2%
68,646
-30.1%
0.29%
-40.2%
Q4 2016$3,652,000
-41.6%
98,138
-38.0%
0.49%
-47.1%
Q3 2016$6,249,000
+81.2%
158,194
+83.0%
0.93%
+58.2%
Q2 2016$3,448,000
+10.7%
86,445
+8.3%
0.59%
+8.5%
Q1 2016$3,114,000
+285.9%
79,796
+284.1%
0.54%
+163.4%
Q4 2015$807,000
+156.2%
20,777
+158.6%
0.20%
+133.0%
Q2 2015$315,000
-54.3%
8,033
-54.1%
0.09%
-67.0%
Q4 2014$690,00017,4840.27%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders