Costello Asset Management, INC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,758
-14.1%
4280.0%0.02%
-9.5%
Q2 2023$24,165
-8.3%
428
-12.3%
0.02%
-22.2%
Q1 2023$26,342
-1.6%
488
-4.1%
0.03%
+12.5%
Q4 2022$26,758
+11.5%
5090.0%0.02%
+4.3%
Q3 2022$24,000
-7.7%
5090.0%0.02%
+4.5%
Q2 2022$26,000
-36.6%
509
-24.8%
0.02%
-21.4%
Q1 2022$41,000
+2.5%
677
+10.8%
0.03%
+16.7%
Q4 2021$40,000
+3900.0%
611
+3294.4%
0.02%
+2300.0%
Q3 2021$1,0000.0%18
+500.0%
0.00%0.0%
Q2 2021$1,0000.0%30.0%0.00%0.0%
Q1 2021$1,0000.0%30.0%0.00%0.0%
Q4 2020$1,0000.0%30.0%0.00%0.0%
Q3 2020$1,0000.0%30.0%0.00%0.0%
Q2 2020$1,00030.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders