FormulaFolio Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 256 filers reported holding ISHARES TR in Q3 2021. 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$23,0000.0%4180.0%0.01%
+14.3%
Q1 2021$23,000
-99.5%
418
-99.4%
0.01%
-95.7%
Q3 2019$4,188,000
+61.6%
75,061
+57.8%
0.16%
+48.6%
Q2 2019$2,592,000
+64.8%
47,576
+61.8%
0.11%
+58.0%
Q1 2019$1,573,000
+18.7%
29,405
+16.0%
0.07%
+19.0%
Q4 2018$1,325,0000.0%25,3540.0%0.06%0.0%
Q3 2018$1,325,000
-35.5%
25,354
-35.0%
0.06%
-40.8%
Q2 2018$2,054,00038,9790.10%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders