Van Hulzen Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 76 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,989
-99.9%
35,072
+0.3%
0.46%
+2.2%
Q3 2022$3,647,000
-6.2%
34,983
-1.0%
0.45%
-3.0%
Q2 2022$3,887,000
-15.6%
35,328
+0.0%
0.46%
-4.9%
Q1 2022$4,603,000
+17.9%
35,320
+24.1%
0.49%
+14.3%
Q4 2021$3,905,000
+10.5%
28,453
+2.8%
0.43%
-18.8%
Q3 2021$3,534,000
+2.1%
27,677
+3.5%
0.53%
+1.3%
Q2 2021$3,462,000
+10.0%
26,751
+2.1%
0.52%
+3.4%
Q1 2021$3,146,000
+8.7%
26,203
+0.7%
0.50%
+14.6%
Q4 2020$2,894,000
+699.4%
26,031
+413.0%
0.44%
+461.5%
Q1 2020$362,000
-13.2%
5,074
+18.7%
0.08%
-3.7%
Q4 2019$417,0004,2760.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
B. Riley Wealth Advisors, Inc. 32,612$2,870,0000.36%
Ifrah Financial Services, Inc. 4,303$379,0000.14%
Stratos Wealth Partners, LTD. 19,971$1,757,0000.08%
UNITED SERVICES AUTOMOBILE ASSOCIATION 325,000$28,597,0000.07%
FIFTH THIRD BANCORP 110,389$9,713,0000.06%
COURIER CAPITAL LLC 4,540$399,0000.05%
Proficio Capital Partners LLC 1,000$88,0000.03%
Cambridge Investment Research Advisors, Inc. 24,082$2,119,0000.02%
BB&T SECURITIES, LLC 20,713$1,822,0000.02%
MERCER GLOBAL ADVISORS INC /ADV 8,784$726,0000.02%
View complete list of ISHARES TR shareholders