BALASA DINVERNO & FOLTZ LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 114 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,282,000
-2.2%
20,762
+5.1%
0.08%
-1.2%
Q2 2022$1,311,000
-7.0%
19,750
+10.9%
0.08%
-13.7%
Q1 2022$1,410,000
+5.1%
17,805
+11.9%
0.10%
+10.5%
Q4 2021$1,342,000
+105.8%
15,907
+84.3%
0.09%
+91.1%
Q3 2021$652,000
+21.0%
8,633
+20.3%
0.04%
+15.4%
Q2 2021$539,0007,1760.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Bank of Italy 6,282,081$473,73215.12%
W ADVISORS, LLC 76,506$5,769,3174.74%
RPg Family Wealth Advisory, LLC 69,355$5,251,7972.16%
BLUESTEM FINANCIAL ADVISORS, LLC 40,534$3,056,6651.86%
One Wealth Advisors, LLC 99,887$7,532,4791.67%
First Ascent Asset Management, LLC 140,953$10,629,2871.37%
RETIREMENT CAPITAL STRATEGIES 29,820$2,248,7261.05%
Omega Financial Group, LLC 23,878$1,800,6300.88%
Friedenthal Financial 15,802$1,191,6290.81%
KICKSTAND VENTURES, LLC. 25,498$1,922,8040.60%
View complete list of ISHARES TR shareholders