Van Hulzen Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 320 filers reported holding ISHARES TR in Q3 2023. 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 2022$394,000
+55.7%
8,486
+64.1%
0.05%
+63.3%
Q2 2022$253,000
+8.6%
5,170
+14.6%
0.03%
+20.0%
Q1 2022$233,000
-76.8%
4,510
-74.6%
0.02%
-83.6%
Q4 2020$1,004,000
+0.1%
17,7550.0%0.15%
+0.7%
Q3 2020$1,003,000
-0.1%
17,7550.0%0.15%0.0%
Q2 2020$1,004,000
-17.5%
17,755
-19.1%
0.15%
-42.4%
Q1 2020$1,217,00021,9550.26%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 271,173$14,969,0007.58%
KilterHowling LLC 119,036$6,570,8155.90%
Private Ocean, LLC 510,278$28,167,0003.30%
Atlantic Private Wealth, LLC 59,735$3,297,0002.90%
Stewardship Advisors, LLC 137,934$7,614,0002.74%
Prostatis Group LLC 57,793$3,190,1741.96%
RETIREMENT CAPITAL STRATEGIES 59,654$3,293,0001.21%
Apella Capital, LLC 148,367$8,190,0001.04%
PALLADIEM, LLC 21,372$1,180,0000.95%
GRAND WEALTH MANAGEMENT, LLC 37,955$2,095,0000.94%
View complete list of ISHARES TR shareholders