BMS Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
BMS Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,531,187
-1.7%
50,870
-1.7%
1.02%
-0.4%
Q2 2022$1,558,000
-17.8%
51,760
+11.8%
1.02%
-15.4%
Q1 2022$1,895,000
+21.5%
46,305
-10.7%
1.20%
+21.5%
Q4 2021$1,560,00051,8300.99%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
AMG National Trust Bank 568,441$29,297,0003.04%
Madden Advisory Services, Inc. 101,962$5,255,0002.73%
STRINGER ASSET MANAGEMENT, LLC 15,957$822,0001.20%
Atria Investments, Inc 190,047$9,795,0001.00%
Stillwater Capital Advisors, LLC 42,362$2,183,0000.73%
Noven Financial Group, Inc. 19,436$1,002,0000.73%
ACG Wealth 47,473$2,447,0000.69%
Winslow, Evans & Crocker, Inc. 32,172$1,658,074,0000.48%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 457,882$23,599,0000.41%
Pinnacle Summer Investments, Inc. 68,468$3,529,0000.39%
View complete list of ISHARES TR shareholders