Bernardo Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$649,000
-5.5%
21,650
+3.5%
0.37%
-6.4%
Q2 2022$687,000
-7.9%
20,923
+2.1%
0.39%
+5.9%
Q1 2022$746,000
+96.3%
20,491
+107.7%
0.37%
+151.7%
Q4 2020$380,000
+17.3%
9,867
+10.9%
0.15%
+0.7%
Q3 2020$324,000
-18.8%
8,898
-16.3%
0.15%
-39.7%
Q4 2019$399,000
-0.2%
10,629
-0.3%
0.24%
-16.6%
Q3 2019$400,000
-16.3%
10,665
-17.8%
0.29%
-22.5%
Q2 2019$478,000
+1.1%
12,981
+0.2%
0.37%
-0.3%
Q1 2019$473,000
-3.7%
12,950
-9.7%
0.38%
-13.6%
Q4 2018$491,00014,3370.43%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders