FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$6,128,000
-3.4%
83,595
-4.2%
2.05%
-0.7%
Q1 2021$6,341,000
-91.9%
87,228
-92.5%
2.06%
+25.7%
Q4 2020$78,224,000
+3884.9%
1,164,217
+3570.6%
1.64%
+2242.9%
Q4 2019$1,963,000
+399.5%
31,717
+366.6%
0.07%
+366.7%
Q3 2019$393,000
+91.7%
6,798
+94.4%
0.02%
+66.7%
Q2 2019$205,000
-3.3%
3,497
-4.0%
0.01%0.0%
Q1 2019$212,000
-99.8%
3,643
-99.8%
0.01%
-99.8%
Q4 2018$106,029,000
+0.0%
1,758,074
+0.0%
4.66%
+0.0%
Q3 2018$106,014,000
+6.4%
1,757,814
+6.1%
4.66%
-2.2%
Q2 2018$99,656,000
-0.5%
1,657,346
+4.3%
4.76%
-19.0%
Q1 2018$100,200,000
+0.3%
1,589,467
+0.4%
5.88%
-10.4%
Q4 2017$99,902,000
+2.9%
1,583,740
-0.6%
6.56%
-11.8%
Q3 2017$97,131,000
+4.9%
1,592,838
-1.3%
7.44%
-11.2%
Q2 2017$92,582,000
+12.5%
1,614,053
+7.4%
8.38%
-7.6%
Q1 2017$82,312,000
+2680.8%
1,503,416
+2699.3%
9.07%
+998.1%
Q2 2015$2,960,00053,7060.83%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders