Bernardo Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$475,000
-14.3%
9,794
-0.2%
0.19%
-14.9%
Q2 2023$554,313
-4.2%
9,817
-8.4%
0.22%
-10.9%
Q1 2023$578,758
-4.4%
10,721
-6.9%
0.25%
-12.4%
Q4 2022$605,168
-1.1%
11,511
-9.8%
0.28%
-18.2%
Q3 2022$612,000
-23.0%
12,756
-19.1%
0.35%
-23.8%
Q2 2022$795,000
-35.5%
15,777
-21.9%
0.45%
-25.8%
Q1 2022$1,232,000
-10.1%
20,212
-2.9%
0.61%
-8.7%
Q4 2021$1,371,000
-4.5%
20,824
-9.0%
0.67%
-19.7%
Q3 2021$1,436,000
+5.5%
22,888
+507.1%
0.83%
+2.1%
Q2 2021$1,361,000
-49.8%
3,770
-54.0%
0.82%
-52.6%
Q1 2021$2,709,000
+8.4%
8,203
+7.4%
1.72%
+78.9%
Q4 2020$2,498,000
-6.6%
7,635
-14.5%
0.96%
-20.0%
Q3 2020$2,675,000
+18.4%
8,931
+4.7%
1.20%
-0.7%
Q2 2020$2,259,0008,5331.21%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders