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 ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders