BALASA DINVERNO & FOLTZ LLC - ISHARES TR ownership

ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 48 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,211,000
-1.7%
29,714
+14.4%
0.08%
-1.3%
Q2 2022$1,232,000
+54.2%
25,972
+75.0%
0.08%
+42.6%
Q1 2022$799,000
+80.8%
14,837
+93.1%
0.05%
+92.9%
Q4 2021$442,000
+97.3%
7,683
+109.4%
0.03%
+75.0%
Q3 2021$224,000
+10.3%
3,669
+19.1%
0.02%
+6.7%
Q2 2021$203,0003,0800.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 43,837$1,875,2720.42%
Values Added Financial LLC 9,950$425,6440.39%
ONE Advisory Partners, LLC 9,125$390,3520.23%
Keebeck Wealth Management, LLC 28,813$1,232,5710.22%
Glass Jacobson Investment Advisors llc 8,985$384,3560.18%
W ADVISORS, LLC 4,788$204,8230.17%
TCWP LLC 5,124$219,1870.17%
My Legacy Advisors, LLC 6,353$266,3810.11%
High Falls Advisors, Inc 8,197$350,6540.10%
WEALTHSOURCE PARTNERS, LLC 33,305$1,424,7310.10%
View complete list of ISHARES TR shareholders