BALASA DINVERNO & FOLTZ LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 111 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$51,055,000
-11.1%
2,438,171
-0.1%
3.22%
-10.8%
Q2 2022$57,437,000
-14.9%
2,441,006
+0.1%
3.61%
-20.6%
Q1 2022$67,476,000
+0.5%
2,438,615
+4.7%
4.55%
+5.3%
Q4 2021$67,110,000
+4.0%
2,328,580
+4.7%
4.32%
-3.8%
Q3 2021$64,558,000
+1.0%
2,224,614
+4.5%
4.50%
-2.3%
Q2 2021$63,943,000
+7.5%
2,127,876
+2.7%
4.60%
-3.5%
Q1 2021$59,458,000
+10.5%
2,071,000
+4.6%
4.77%
+6.8%
Q4 2020$53,797,000
+20.7%
1,979,280
+7.9%
4.46%
+5.6%
Q3 2020$44,560,000
+10.9%
1,833,756
+4.6%
4.23%
-5.1%
Q2 2020$40,166,000
+47.2%
1,752,438
+30.1%
4.46%
+29.8%
Q1 2020$27,282,000
-54.7%
1,346,603
-39.5%
3.43%
-46.2%
Q4 2019$60,182,000
+9.8%
2,224,857
+3.5%
6.38%
+0.6%
Q3 2019$54,803,000
-2.4%
2,149,152
+0.5%
6.35%
-3.0%
Q2 2019$56,140,000
+0.1%
2,137,850
+0.4%
6.54%
-2.6%
Q1 2019$56,070,000
+15.2%
2,129,509
+3.7%
6.72%
+10.0%
Q4 2018$48,680,000
-11.1%
2,053,160
+5.3%
6.11%
-0.8%
Q3 2018$54,768,0001,950,4296.16%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,835,638$161,472,00012.22%
MERIDIAN MANAGEMENT CO 1,155,881$31,983,00010.14%
Clearwater Capital Advisors, LLC 1,562,988$43,248,0004.96%
BALASA DINVERNO & FOLTZ LLC 2,438,615$67,476,0004.55%
Wade Financial Advisory, Inc 316,291$8,752,0003.75%
Callan Capital, LLC 838,501$23,201,0003.19%
Horizon Family Wealth, Inc. 106,732$2,953,0002.93%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,075,935$29,771,0002.82%
LINCOLN CAPITAL CORP 137,352$3,801,0001.98%
Beirne Wealth Consulting Services, LLC 127,252$3,530,0001.97%
View complete list of ISHARES TR shareholders