Van Hulzen Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$423
-3.4%
16,664
+0.1%
0.03%
-10.8%
Q2 2023$438
-18.9%
16,652
-15.2%
0.04%
-27.5%
Q1 2023$540
+11.1%
19,643
+9.7%
0.05%
-8.9%
Q4 2022$486
-99.9%
17,906
-2.2%
0.06%
+9.8%
Q3 2022$412,000
-13.3%
18,301
+4.7%
0.05%
-10.5%
Q2 2022$475,000
-10.9%
17,480
+4.1%
0.06%0.0%
Q1 2022$533,000
+3.9%
16,794
+2.2%
0.06%
+1.8%
Q4 2021$513,000
+2.4%
16,439
-0.2%
0.06%
-25.3%
Q3 2021$501,000
-8.9%
16,472
-2.9%
0.08%
-8.5%
Q2 2021$550,000
+3.0%
16,9720.0%0.08%
-3.5%
Q1 2021$534,000
+9.7%
16,972
+2.6%
0.08%
+14.9%
Q4 2020$487,000
+51.2%
16,542
+16.0%
0.07%
+7.2%
Q1 2020$322,000
-35.9%
14,264
-4.7%
0.07%
-28.9%
Q4 2019$502,000
+2.9%
14,966
-5.7%
0.10%
-5.8%
Q3 2019$488,000
-2.8%
15,870
-2.8%
0.10%
-6.4%
Q2 2019$502,000
+8.9%
16,330
+9.3%
0.11%
-11.3%
Q1 2019$461,000
+27.7%
14,937
+18.7%
0.12%
+18.1%
Q4 2018$361,000
-11.3%
12,580
+0.8%
0.10%
-2.8%
Q3 2018$407,000
-6.0%
12,480
-7.5%
0.11%
-15.6%
Q2 2018$433,000
+1.2%
13,498
+4.2%
0.13%
-2.3%
Q1 2018$428,000
+54.5%
12,960
+58.1%
0.13%
+56.0%
Q4 2017$277,000
-10.9%
8,195
-10.9%
0.08%
-20.0%
Q3 2017$311,0009,2000.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders