Van Hulzen Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 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 2023$383
-3.5%
11,0430.0%0.03%
-14.7%
Q2 2023$397
+8.8%
11,0430.0%0.03%0.0%
Q1 2023$365
+5.8%
11,043
-1.8%
0.03%
-15.0%
Q4 2022$345
-99.9%
11,2430.0%0.04%
+2.6%
Q3 2022$315,000
-12.3%
11,243
-6.3%
0.04%
-9.3%
Q2 2022$359,000
-15.7%
12,005
+0.7%
0.04%
-4.4%
Q1 2022$426,000
-37.4%
11,924
-30.9%
0.04%
-39.2%
Q4 2021$680,000
+10.2%
17,246
+0.9%
0.07%
-19.6%
Q3 2021$617,000
+60.3%
17,091
+61.2%
0.09%
+58.6%
Q2 2021$385,000
+11.6%
10,600
+1.9%
0.06%
+5.5%
Q1 2021$345,000
+46.8%
10,400
+38.7%
0.06%
+52.8%
Q4 2020$235,0007,5000.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders