Van Hulzen Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 418 filers reported holding ISHARES TR in Q3 2021. 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
Q2 2024$268
-1.5%
3,3990.0%0.02%0.0%
Q1 2024$272
-13.9%
3,399
-18.7%
0.02%
-18.2%
Q4 2023$316
+9.3%
4,1800.0%0.02%0.0%
Q3 2023$289
-5.2%
4,1800.0%0.02%
-15.4%
Q2 2023$305
+1.7%
4,1800.0%0.03%
-7.1%
Q1 2023$300
+9.1%
4,1800.0%0.03%
-12.5%
Q4 2022$275
-99.9%
4,1800.0%0.03%
+10.3%
Q3 2022$235,000
-15.2%
4,180
-5.2%
0.03%
-12.1%
Q2 2022$277,000
-14.5%
4,410
+0.2%
0.03%
-2.9%
Q1 2022$324,000
-49.7%
4,401
-45.7%
0.03%
-51.4%
Q4 2021$644,000
+2.5%
8,110
+1.2%
0.07%
-24.7%
Q3 2021$628,000
+17.4%
8,010
+18.3%
0.09%
+16.2%
Q2 2021$535,000
+14.6%
6,771
+10.2%
0.08%
+6.7%
Q1 2021$467,000
+62.2%
6,147
+55.7%
0.08%
+70.5%
Q4 2020$288,000
-37.4%
3,947
-45.5%
0.04%
-36.2%
Q3 2020$460,000
+4.8%
7,2470.0%0.07%
+4.5%
Q2 2020$439,000
+55.1%
7,247
+36.0%
0.07%
+8.2%
Q1 2020$283,0005,3300.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders