FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

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 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders