FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 112 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q3 2017
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,379,875$132,620,00038.53%
Johnson Midwest Financial, LLC 5,826$5,625,00021.48%
KEATING INVESTMENT COUNSELORS INC 489,665$47,062,00021.08%
GoalFusion Wealth Management, LLC 179,838$17,284,00016.35%
Deane Retirement Strategies, Inc. 268,536$25,814,00015.84%
Walker Financial Services, Inc. 174,407$16,762,20915.66%
San Luis Wealth Advisors LLC 131,437$12,632,00013.23%
M. Kulyk & Associates, LLC 381,491$36,665,00012.75%
New Capital Management LP 223,828$21,512,00011.80%
Wilshire Advisors LLC 201,505$19,367,00011.09%
View complete list of ISHARES TR shareholders