Bernardo Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$339,000
-8.1%
6,4840.0%0.19%
-9.0%
Q2 2022$369,000
-14.4%
6,4840.0%0.21%
-1.4%
Q1 2022$431,000
-6.1%
6,4840.0%0.21%
-4.5%
Q4 2021$459,000
-0.2%
6,4840.0%0.22%
-16.1%
Q3 2021$460,000
-3.2%
6,4840.0%0.27%
-6.3%
Q2 2021$475,000
-6.5%
6,484
-10.4%
0.28%
-11.8%
Q1 2021$508,000
+3.0%
7,234
-1.6%
0.32%
+70.0%
Q4 2020$493,000
+2.7%
7,352
-10.7%
0.19%
-12.0%
Q3 2020$480,000
+7.1%
8,2330.0%0.22%
-10.0%
Q2 2020$448,000
-69.2%
8,233
-73.4%
0.24%
-76.2%
Q1 2020$1,453,000
-35.9%
30,924
-15.5%
1.01%
-26.6%
Q4 2019$2,266,000
+3.2%
36,607
-3.7%
1.38%
-13.5%
Q3 2019$2,195,000
-4.7%
38,009
-3.3%
1.59%
-11.9%
Q2 2019$2,304,000
+4.8%
39,297
+3.8%
1.80%
+3.6%
Q1 2019$2,199,000
+30.6%
37,867
+18.1%
1.74%
+17.0%
Q4 2018$1,684,00032,0631.49%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders