FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 110 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$59,0000.0%5540.0%0.02%
+5.3%
Q1 2021$59,000
-98.2%
554
-98.3%
0.02%
-73.2%
Q4 2020$3,365,000
+23.5%
32,226
+23.1%
0.07%
-32.4%
Q3 2020$2,725,000
+830.0%
26,184
+797.3%
0.10%
+377.3%
Q3 2017$293,000
-71.2%
2,918
-71.2%
0.02%
-76.1%
Q2 2017$1,017,000
-33.1%
10,128
-32.4%
0.09%
-44.9%
Q1 2017$1,520,000
+23.0%
14,982
+22.1%
0.17%
+0.6%
Q4 2016$1,236,00012,2680.17%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders