Bernardo Wealth Planning LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 398 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Bernardo Wealth Planning LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$202,000
-41.3%
4,388
-41.7%
0.12%
-44.7%
Q1 2021$344,000
-3.1%
7,528
-3.8%
0.22%
+59.9%
Q4 2020$355,000
+3.8%
7,829
+0.3%
0.14%
-11.0%
Q3 2020$342,000
-78.1%
7,803
-78.6%
0.15%
-81.6%
Q2 2020$1,561,000
+16.0%
36,395
+10.5%
0.84%
-10.5%
Q1 2020$1,346,00032,9410.94%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Sound Income Strategies, LLC 830,112$38,592,00011.67%
WP Advisors, LLC 178,675$8,307,0009.52%
MBM Wealth Consultants, LLC 153,459$7,134,0005.60%
Bernicke Wealth Management, Ltd. 184,216$8,564,0004.96%
Sage Advisory Services, Ltd.Co. 280,224$13,022,0004.26%
Leicht Financial Planning & Wealth Management, Inc. 86,084$4,002,0003.82%
Occidental Asset Management, LLC 195,626$9,095,0003.81%
IRON Financial LLC 105,490$4,904,0003.65%
Probity Advisors, Inc. 241,912$11,246,0003.65%
Redhawk Wealth Advisors, Inc. 180,049$8,370,0003.59%
View complete list of ISHARES TR shareholders