BMS Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q4 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
Cook Wealth, LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders