BALASA DINVERNO & FOLTZ LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$10,454,000
-5.4%
101,113
-4.8%
0.66%
-5.0%
Q2 2022$11,047,000
-14.1%
106,261
+6.4%
0.70%
-19.9%
Q1 2022$12,867,00099,8530.87%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Connective Capital Management, LLC 50,071$3,091,0004.54%
Efficient Advisors, LLC 250,871$15,486,0004.32%
HBK Sorce Advisory LLC 209,742$12,948,0002.80%
MONROE BANK & TRUST/MI 87,477$5,400,0002.40%
BOK Financial Private Wealth, Inc. 149,054$9,201,0001.99%
TOTH FINANCIAL ADVISORY CORP 47,559$2,936,0001.44%
Twele Capital Management, Inc. 67,572$4,171,0001.44%
REGENTATLANTIC CAPITAL LLC 191,612$11,828,0001.40%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 37,535$2,317,0001.39%
Charles Schwab Investment Advisory, Inc. 510,838$31,534,0001.36%
View complete list of ISHARES TR shareholders