BMS Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders