Costello Asset Management, INC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,096 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,873
+2.2%
600.0%0.00%0.0%
Q4 2022$1,832
-8.4%
600.0%0.00%0.0%
Q3 2022$2,0000.0%600.0%0.00%0.0%
Q2 2022$2,000
-66.7%
60
-62.5%
0.00%
-50.0%
Q1 2022$6,0000.0%1600.0%0.00%0.0%
Q4 2021$6,0001600.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders