Bernardo Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

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 Q2 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders