FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$397,000
+1.3%
14,934
+0.2%
0.13%
+4.7%
Q1 2021$392,000
-98.7%
14,911
-98.7%
0.13%
-80.3%
Q4 2020$30,780,000
+2075.3%
1,129,966
+2132.5%
0.64%
+1072.7%
Q3 2020$1,415,000
-73.7%
50,614
-73.6%
0.06%
-74.9%
Q2 2020$5,376,000
-5.2%
192,055
-5.2%
0.22%
-27.7%
Q1 2020$5,672,000
-71.1%
202,484
-73.2%
0.30%
-56.7%
Q4 2019$19,620,000
-6.3%
756,368
-4.9%
0.70%
-13.6%
Q3 2019$20,940,000
+1.5%
795,426
-0.4%
0.81%
-6.8%
Q2 2019$20,623,000
-40.5%
798,860
-41.8%
0.87%
-42.8%
Q1 2019$34,635,000
+3918.0%
1,372,245
+3775.6%
1.52%
+3894.7%
Q4 2018$862,0000.0%35,4070.0%0.04%0.0%
Q3 2018$862,000
+22.6%
35,407
+24.0%
0.04%
+11.8%
Q2 2018$703,000
+0.1%
28,559
+0.4%
0.03%
-17.1%
Q1 2018$702,000
-2.1%
28,449
-0.5%
0.04%
-12.8%
Q4 2017$717,00028,5810.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders