Costello Asset Management, INC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$910,000
-22.7%
8,668
-22.0%
0.62%
-13.2%
Q4 2021$1,177,000
+12.5%
11,114
+12.2%
0.72%
+7.5%
Q3 2021$1,046,000
+4.3%
9,905
+5.0%
0.67%
+1.8%
Q2 2021$1,003,000
+12.6%
9,431
+11.9%
0.66%
+6.7%
Q1 2021$891,0008,4310.62%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders