Bernardo Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,451,225
+0.3%
338,077
+4.3%
2.94%
-0.4%
Q2 2023$7,425,529
+10.5%
324,258
+12.8%
2.96%
+2.5%
Q1 2023$6,720,800
+3.0%
287,459
+0.1%
2.88%
-5.4%
Q4 2022$6,524,128
+0.8%
287,153
-1.4%
3.05%
-16.7%
Q3 2022$6,470,000
-9.6%
291,207
-2.8%
3.66%
-10.5%
Q2 2022$7,159,000
-6.9%
299,541
-3.0%
4.09%
+7.1%
Q1 2022$7,690,000
+2.3%
308,715
+9.5%
3.82%
+4.0%
Q4 2021$7,520,000
+3.1%
281,886
+2.5%
3.67%
-13.4%
Q3 2021$7,296,000
-5.4%
275,034
-5.2%
4.24%
-8.5%
Q2 2021$7,714,000
-10.2%
290,003
-11.6%
4.63%
-15.2%
Q1 2021$8,589,000
-1.2%
327,976
+2.8%
5.46%
+63.0%
Q4 2020$8,690,000
+43.0%
319,023
+46.8%
3.35%
+22.7%
Q3 2020$6,075,000
+29.1%
217,354
+29.3%
2.73%
+8.2%
Q2 2020$4,705,000
-43.2%
168,130
-43.1%
2.52%
-56.1%
Q1 2020$8,279,000
+11.2%
295,584
+3.0%
5.75%
+27.4%
Q4 2019$7,443,000
+490.7%
286,948
+499.4%
4.52%
+394.6%
Q3 2019$1,260,00047,8690.91%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders