BMS Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 675 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 52.94 and the average weighting 0.8%.

Quarter-by-quarter ownership
BMS Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,538,651
-49.8%
67,190
-48.7%
1.00%
-52.6%
Q1 2023$3,064,159
-47.0%
131,059
-39.5%
2.12%
-44.7%
Q4 2022$5,779,395
-6.7%
216,619
-20.4%
3.83%
-11.8%
Q3 2022$6,195,000
+5.2%
272,194
+23.4%
4.34%
+12.8%
Q2 2022$5,887,000
-6.6%
220,667
-12.8%
3.85%
-4.0%
Q1 2022$6,305,000
+7.0%
253,095
+14.5%
4.01%
+6.9%
Q4 2021$5,895,000220,9503.75%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 3,722,557$84,018,11170.88%
PEAVINE CAPITAL, LLC 9,617,689$217,071,24155.15%
Morningstar Investment Management LLC 8,717,729$196,75920.56%
Hoese & Co LLP 893,320$20,010,27217.46%
Fund Evaluation Group, LLC 11,116,463$250,89915.34%
Nationwide Fund Advisors 5,465,748$123,361,93213.44%
Heirloom Wealth Management 1,713,165$38,666,13412.53%
Jordan Park Group LLC 6,312,329$142,469,27610.90%
Verum Partners LLC 1,381,578$31,182,20710.07%
SYM FINANCIAL Corp 2,786,856$62,899,34710.03%
View complete list of ISHARES TR shareholders