Costello Asset Management, INC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 572 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.47 and the average weighting 0.2%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,604
-4.4%
1000.0%0.00%0.0%
Q1 2024$5,859
-74.6%
100
-76.6%
0.00%
-78.9%
Q4 2023$23,099
+11.3%
4280.0%0.02%0.0%
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 ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders