Stokes Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Stokes Family Office, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$692,000
-17.2%
28,000
-17.0%
0.10%
-18.6%
Q2 2021$836,000
-0.4%
33,7500.0%0.12%
-9.2%
Q1 2021$839,000
-0.2%
33,7500.0%0.13%
-21.7%
Q4 2020$841,000
-0.5%
33,7500.0%0.17%
-13.1%
Q3 2020$845,000
-8.5%
33,750
-8.2%
0.19%
-18.0%
Q2 2020$924,000
+2.0%
36,7500.0%0.23%
-3.7%
Q1 2020$906,000
-1.2%
36,7500.0%0.24%
+18.6%
Q4 2019$917,00036,7500.20%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
BerganKDV Wealth Management, LLC 988,979$24,101,0005.39%
Tillar-Wenstrup Advisors, LLC 339,183$8,266,0004.60%
Cottage Street Advisors LLC 233,408$5,687,0003.34%
Day & Ennis, LLC 152,317$3,712,0002.75%
Fragasso Group Inc. 412,965$10,064,0002.59%
CORDA Investment Management, LLC. 827,757$20,172,0002.50%
CAPITAL ADVISORS INC/OK 1,434,848$34,967,0002.10%
Murphy, Middleton, Hinkle & Parker, Inc. 111,957$2,728,0002.04%
Gateway Advisory, LLC 238,838$5,820,0001.64%
MV CAPITAL MANAGEMENT, INC. 215,614$5,255,0001.36%
View complete list of ISHARES TR shareholders