FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - 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 Q3 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders