Costello Asset Management, INC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 432 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.4%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$7,592
+1.6%
820.0%0.01%
+14.3%
Q4 2022$7,473
+6.8%
820.0%0.01%0.0%
Q3 2022$7,000
-53.3%
82
-50.9%
0.01%
-46.2%
Q2 2022$15,000
-11.8%
1670.0%0.01%
+8.3%
Q1 2022$17,0001670.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Legacy Wealth Planning, LLC 126,511$13,849,00015.80%
Stonehearth Capital Management, LLC 194,601$21,303,00011.03%
First Command Advisory Services, Inc. 7,624,728$834,943,00010.61%
Matson Money. Inc. 2,423,727$265,325,0009.70%
Goodwin Investment Advisory 108,423$11,878,0008.89%
TCG Advisory Services, LLC 348,268$38,125,0008.86%
Main Management ETF Advisors, LLC 735,370$80,501,0007.06%
SIGNATUREFD, LLC 2,044,860$223,851,0006.88%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,293,115$141,557,0006.35%
Kathmere Capital Management, LLC 301,689$33,026,0005.74%
View complete list of ISHARES TR shareholders