FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 366 filers reported holding ISHARES TR in Q2 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$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 Q2 2021
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders