BMS Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 229 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
BMS Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$223,087
-46.2%
2,168
-45.3%
0.14%
-49.3%
Q1 2023$414,303
+60.9%
3,965
+75.1%
0.29%
+67.3%
Q4 2022$257,530
-31.3%
2,264
-38.7%
0.17%
-35.0%
Q3 2022$375,000
+45.3%
3,692
+63.1%
0.26%
+55.6%
Q2 2022$258,000
-32.8%
2,264
-35.9%
0.17%
-30.7%
Q1 2022$384,000
+48.8%
3,534
+56.1%
0.24%
+48.8%
Q4 2021$258,0002,2640.16%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders