BALASA DINVERNO & FOLTZ LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 618 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$269,000
-8.2%
3,6600.0%0.02%
-5.6%
Q2 2022$293,000
-22.3%
3,6600.0%0.02%
-28.0%
Q1 2022$377,000
-10.2%
3,6600.0%0.02%
-7.4%
Q4 2021$420,000
+44.8%
3,660
+28.0%
0.03%
+35.0%
Q3 2021$290,000
+2.1%
2,8600.0%0.02%0.0%
Q2 2021$284,000
+13.1%
2,8600.0%0.02%0.0%
Q1 2021$251,000
+3.3%
2,8600.0%0.02%0.0%
Q4 2020$243,000
+13.0%
2,860
+300.0%
0.02%0.0%
Q3 2020$215,0007150.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,311,874$452,401,82016.70%
Mendel Capital Management LLC 110,028$11,544,1829.48%
First Citizens Financial Corp 103,824$10,893,2147.68%
Signature Wealth Management Partners, LLC 64,359$6,752,5806.60%
Stonebridge Financial Planning Group, LLC 84,401$8,855,3185.68%
Buttonwood Financial Group, LLC 75,107$7,761,0445.66%
COTTONWOOD CAPITAL ADVISORS, LLC 43,767$4,592,0684.29%
Commonwealth Financial Services, LLC 117,067$12,282,6683.65%
Pariax, LLC 10,949$1,148,7693.58%
Parker Investment Management, LLC 153,117$16,065,0363.47%
View complete list of ISHARES TR shareholders