Bernardo Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 243 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$376,000
-20.3%
5,805
-19.2%
0.21%
-21.1%
Q2 2022$472,000
-90.7%
7,182
-88.8%
0.27%
-89.3%
Q1 2022$5,075,000
-1.2%
63,876
-0.5%
2.52%
+0.4%
Q4 2021$5,137,000
+6.2%
64,167
+4.0%
2.51%
-10.7%
Q3 2021$4,838,000
+14.0%
61,673
+12.8%
2.81%
+10.4%
Q2 2021$4,243,00054,6832.55%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Diversified, LLC 300,519$23,876,0009.72%
AVAII WEALTH MANAGEMENT, LLC 41,732$3,316,0003.06%
Bernardo Wealth Planning LLC 63,876$5,075,0002.52%
Outlook Wealth Advisors, LLC 91,138$7,241,0002.42%
Richard Bernstein Advisors LLC 1,233,186$97,486,0001.93%
EQ LLC 32,317$2,568,0001.86%
Northwest Capital Management Inc 42,688$3,392,0001.60%
CLIENT 1ST ADVISORY GROUP, LLC 36,459$2,897,0001.42%
Ayalon Insurance Comp Ltd. 50,033$3,975,0001.35%
Lineweaver Wealth Advisors, LLC 37,996$3,018,0000.86%
View complete list of ISHARES TR shareholders