Costello Asset Management, INC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$189,706
-8.9%
5,586
-5.5%
0.17%
-2.2%
Q2 2023$208,304
+7538.6%
5,911
+7478.2%
0.18%
+5833.3%
Q1 2023$2,727
+4.0%
780.0%0.00%
+50.0%
Q4 2022$2,622
-12.6%
780.0%0.00%
-33.3%
Q3 2022$3,0000.0%780.0%0.00%0.0%
Q2 2022$3,0000.0%780.0%0.00%
+50.0%
Q1 2022$3,0000.0%780.0%0.00%0.0%
Q4 2021$3,0000.0%780.0%0.00%0.0%
Q3 2021$3,0000.0%780.0%0.00%0.0%
Q2 2021$3,000
-50.0%
78
-49.7%
0.00%
-50.0%
Q1 2021$6,0000.0%1550.0%0.00%
-20.0%
Q4 2020$6,0000.0%1550.0%0.01%0.0%
Q3 2020$6,0000.0%1550.0%0.01%
-16.7%
Q2 2020$6,0001550.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders