Stokes Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stokes Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$202,810
-10.2%
1,933
-6.8%
0.02%
-7.7%
Q2 2023$225,796
-6.9%
2,074
-36.3%
0.03%
-16.1%
Q4 2022$242,539
+10.7%
3,256
+9.0%
0.03%0.0%
Q3 2022$219,000
-8.4%
2,9880.0%0.03%
-6.1%
Q2 2022$239,000
-29.7%
2,988
-9.3%
0.03%
-26.7%
Q1 2022$340,000
-8.6%
3,295
+1.7%
0.04%
-2.2%
Q4 2021$372,000
+14.5%
3,241
+0.9%
0.05%
+2.2%
Q3 2021$325,000
+9.4%
3,213
+7.5%
0.04%
+7.1%
Q2 2021$297,000
+13.4%
2,9880.0%0.04%
+2.4%
Q1 2021$262,000
+3.1%
2,9880.0%0.04%
-18.0%
Q4 2020$254,000
+12.9%
2,988
+300.0%
0.05%
-2.0%
Q3 2020$225,000
+11.4%
7470.0%0.05%0.0%
Q2 2020$202,0007470.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders