Bernardo Wealth Planning LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2022$231,000
-31.0%
4,704
-30.9%
0.13%
-31.4%
Q2 2022$335,000
-3.7%
6,806
-3.3%
0.19%
+10.4%
Q1 2022$348,000
-34.5%
7,038
-33.8%
0.17%
-33.2%
Q4 2021$531,000
-7.0%
10,637
-6.7%
0.26%
-22.0%
Q3 2021$571,000
+25.5%
11,395
+25.4%
0.33%
+21.6%
Q2 2021$455,000
-18.8%
9,086
-18.7%
0.27%
-23.3%
Q1 2021$560,000
-24.1%
11,176
-24.0%
0.36%
+24.9%
Q4 2020$738,000
-74.8%
14,714
-74.8%
0.28%
-78.3%
Q3 2020$2,924,000
+2.5%
58,354
+2.2%
1.32%
-14.1%
Q2 2020$2,854,000
+40.4%
57,086
+36.1%
1.53%
+8.4%
Q1 2020$2,033,000
+20.5%
41,936
+24.9%
1.41%
+37.9%
Q4 2019$1,687,000
-71.2%
33,577
-71.2%
1.02%
-75.9%
Q3 2019$5,860,000
-1.4%
116,415
-1.4%
4.24%
-8.8%
Q2 2019$5,944,000
+0.4%
118,105
+0.2%
4.65%
-0.8%
Q1 2019$5,922,000
+4.3%
117,872
+3.5%
4.69%
-6.6%
Q4 2018$5,678,000113,8995.02%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders