Stokes Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Stokes Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,266,584
-89.6%
57,468
-89.2%
0.15%
-89.4%
Q2 2023$12,179,075
-5.3%
531,837
-3.3%
1.41%
-12.2%
Q1 2023$12,858,579
+70.0%
549,982
+65.2%
1.60%
+64.5%
Q4 2022$7,565,415
-67.8%
332,985
-67.7%
0.97%
-70.9%
Q3 2022$23,494,000
+22.7%
1,032,261
+28.8%
3.35%
+28.3%
Q2 2022$19,149,000
+2.0%
801,224
+6.3%
2.61%
+4.9%
Q1 2022$18,773,000
-2.1%
753,628
+4.8%
2.49%
+4.4%
Q4 2021$19,179,000
+4.5%
718,871
+3.9%
2.38%
-6.4%
Q3 2021$18,357,000
-7.0%
691,947
-6.7%
2.55%
-8.8%
Q2 2021$19,730,000
+11.0%
741,728
+10.1%
2.79%
+1.0%
Q1 2021$17,778,000673,6742.76%
Other shareholders
ISHARES TR shareholders Q4 2022
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 MANAGEMENT GROUP 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