Van Hulzen Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 153 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$256
-4.1%
11,7580.0%0.02%
-13.0%
Q2 2023$267
-1.5%
11,7580.0%0.02%
-8.0%
Q1 2023$271
+3.4%
11,7580.0%0.02%
-16.7%
Q4 2022$262
-99.9%
11,758
-14.2%
0.03%
-18.9%
Q3 2022$299,000
-6.3%
13,708
-0.4%
0.04%
-2.6%
Q2 2022$319,000
-7.5%
13,759
+0.2%
0.04%
+2.7%
Q1 2022$345,000
-48.0%
13,738
-44.2%
0.04%
-65.1%
Q1 2021$664,000
+4.4%
24,640
+9.8%
0.11%
+10.4%
Q4 2020$636,000
+2.3%
22,4400.0%0.10%
+2.1%
Q3 2020$622,000
+0.3%
22,4400.0%0.09%
+1.1%
Q2 2020$620,000
+78.2%
22,440
+65.7%
0.09%
+24.0%
Q1 2020$348,00013,5400.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 285,071$7,164,0005.33%
Long Run Wealth Advisors, LLC 109,325$2,744,0000.96%
Fingerlakes Wealth Management, Inc. 27,356$687,0000.80%
Level Financial Advisors 40,879$1,027,0000.79%
PECAUT & CO. 39,429$991,0000.48%
First Affirmative Financial Network 17,489$439,0000.42%
CWM, LLC 2,141,022$53,804,0000.38%
Bigelow Investment Advisors, LLC 27,372$688,0000.32%
One Wealth Advisors, LLC 51,851$1,303,0000.32%
KESTRA PRIVATE WEALTH SERVICES, LLC 240,739$6,050,0000.30%
View complete list of ISHARES TR shareholders