Bernardo Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 210 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2022
NameSharesValueWeighting ↓
Diversified, LLC 293,395$23,733,00010.03%
AVAII WEALTH MANAGEMENT, LLC 39,513$3,163,0003.17%
Bernardo Wealth Planning LLC 64,167$5,137,0002.51%
Northwest Capital Management Inc 54,670$4,549,0002.16%
West Wealth Group, LLC 69,892$5,595,0002.10%
EQ LLC 36,619$2,932,0002.05%
Keystone Financial Services 47,941$3,838,0001.97%
MA Private Wealth 136,220$10,906,0001.96%
VIVID FINANCIAL MANAGEMENT, INC. 64,909$5,197,0001.94%
Richard Bernstein Advisors LLC 1,193,464$95,548,0001.84%
View complete list of ISHARES TR shareholders