Van Hulzen Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$220
-0.9%
9,2670.0%0.02%
-10.5%
Q2 2023$222
-0.4%
9,2670.0%0.02%
-9.5%
Q1 2023$223
+1.4%
9,2670.0%0.02%
-16.0%
Q4 2022$220
-99.9%
9,2670.0%0.02%
-7.4%
Q3 2022$218,000
-2.7%
9,267
-0.4%
0.03%0.0%
Q2 2022$224,000
-2.2%
9,3010.0%0.03%
+12.5%
Q1 2022$229,000
+10.6%
9,301
+15.5%
0.02%
+4.3%
Q4 2021$207,000
-48.4%
8,052
-47.8%
0.02%
-61.7%
Q3 2021$401,000
-50.6%
15,440
-50.5%
0.06%
-50.8%
Q2 2021$812,000
+250.0%
31,175
+251.3%
0.12%
+248.6%
Q4 2020$232,0000.0%8,8750.0%0.04%0.0%
Q3 2020$232,000
+0.4%
8,8750.0%0.04%0.0%
Q2 2020$231,000
+4.5%
8,8750.0%0.04%
-27.1%
Q1 2020$221,0008,8750.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 464,557$12,097,0004.53%
Private Ocean, LLC 999,428$26,025,0003.41%
Prostatis Group LLC 135,052$3,516,7482.40%
Braun-Bostich & Associates Inc. 45,574$1,187,0002.16%
Arlington Financial Advisors, LLC 128,318$3,341,0001.27%
Opal Wealth Advisors, LLC 49,614$1,292,0001.20%
Wescott Financial Advisory Group, LLC 77,200$2,014,0001.19%
Better Money Decisions, LLC 41,858$1,090,0000.98%
Baldrige Asset Management LLC 86,344$2,248,0000.97%
Summit Wealth Group, LLC 24,236$631,0000.94%
View complete list of ISHARES TR shareholders