BMS Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 210 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BMS Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,641,070
-1.7%
20,498
-1.7%
1.09%
-0.4%
Q2 2022$1,669,000
-0.2%
20,850
-0.1%
1.09%
+2.6%
Q4 2021$1,672,00020,8791.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Diversified, LLC 300,519$23,876,0009.72%
AVAII WEALTH MANAGEMENT, LLC 41,732$3,316,0003.06%
Bernardo Wealth Planning LLC 63,876$5,075,0002.52%
Outlook Wealth Advisors, LLC 91,138$7,241,0002.42%
Richard Bernstein Advisors LLC 1,233,186$97,486,0001.93%
EQ LLC 32,317$2,568,0001.86%
Northwest Capital Management Inc 42,688$3,392,0001.60%
CLIENT 1ST ADVISORY GROUP, LLC 36,459$2,897,0001.42%
Ayalon Insurance Comp Ltd. 50,033$3,975,0001.35%
Lineweaver Wealth Advisors, LLC 37,996$3,018,0000.86%
View complete list of ISHARES TR shareholders