Van Hulzen Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,523
-8.7%
69,096
-5.2%
0.12%
-17.6%
Q2 2023$1,669
-6.4%
72,889
-4.4%
0.14%
-15.5%
Q1 2023$1,783
-15.3%
76,246
-17.7%
0.17%
-30.9%
Q4 2022$2,104
-100.0%
92,598
-50.6%
0.24%
-53.9%
Q3 2022$4,266,000
-11.6%
187,452
-7.2%
0.53%
-8.7%
Q2 2022$4,826,000
-28.9%
201,918
-25.9%
0.58%
-19.7%
Q1 2022$6,784,000
-16.6%
272,342
-10.7%
0.72%
-19.1%
Q4 2021$8,137,000
-23.8%
304,980
-24.2%
0.89%
-44.1%
Q3 2021$10,680,000
-14.7%
402,578
-14.4%
1.59%
-15.3%
Q2 2021$12,515,000
-5.0%
470,473
-6.5%
1.88%
-10.8%
Q1 2021$13,175,000
-15.0%
503,065
-11.6%
2.10%
-10.4%
Q4 2020$15,495,000
-4.6%
568,827
-2.2%
2.35%
-4.0%
Q3 2020$16,249,000
+7.9%
581,372
+8.0%
2.45%
+8.1%
Q2 2020$15,064,000
+20.8%
538,201
+20.8%
2.26%
-15.7%
Q1 2020$12,475,000
+377.4%
445,365
+342.1%
2.69%
+430.8%
Q4 2019$2,613,000
+58.8%
100,731
+61.2%
0.51%
+45.4%
Q3 2019$1,645,000
+169.7%
62,491
+164.4%
0.35%
+161.7%
Q2 2019$610,00023,6350.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders