Van Hulzen Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$459
+2.0%
9,540
+6.2%
0.04%
-7.9%
Q2 2023$450
-0.4%
8,982
+0.8%
0.04%
-9.5%
Q1 2023$452
+2.7%
8,914
-0.5%
0.04%
-17.6%
Q4 2022$440
-99.9%
8,955
+37.1%
0.05%
+30.8%
Q3 2022$314,000
+18.0%
6,532
+25.3%
0.04%
+21.9%
Q2 2022$266,000
-8.3%
5,215
-1.1%
0.03%
+3.2%
Q1 2022$290,000
-29.1%
5,275
-22.9%
0.03%
-31.1%
Q4 2021$409,000
+78.6%
6,838
+79.4%
0.04%
+32.4%
Q3 2021$229,000
+4.1%
3,811
+4.9%
0.03%
+3.0%
Q2 2021$220,0003,6340.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 272,804$16,297,00010.63%
WT Wealth Management 240,251$14,353,0005.27%
Compass Financial Group, Inc. 123,461$7,376,0003.67%
CAPITAL ONE FINANCIAL CORP 495,349$29,592,0003.57%
Global Wealth Management Investment Advisory, Inc. 122,676$7,329,0002.20%
Shelter Mutual Insurance Co 130,000$7,766,0002.01%
Bellwether Advisors, LLC 107,065$6,396,0001.99%
Wayfinding Financial, LLC 41,968$2,432,0001.95%
Avidian Wealth Solutions, LLC 507,933$30,344,0001.89%
Beaumont Capital Management, LLC 50,703$3,029,0001.75%
View complete list of ISHARES TR shareholders