Stokes Family Office, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 98 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 2023$415,016
+60.2%
17,935
+83.9%
0.05%
+53.1%
Q4 2021$259,000
-71.6%
9,750
-71.1%
0.03%
-74.6%
Q3 2021$911,000
-17.3%
33,750
-17.2%
0.13%
-19.2%
Q2 2021$1,102,000
+1.2%
40,7500.0%0.16%
-7.7%
Q1 2021$1,089,000
-3.0%
40,7500.0%0.17%
-23.5%
Q4 2020$1,123,000
+1.5%
40,7500.0%0.22%
-12.0%
Q3 2020$1,106,000
+0.6%
40,7500.0%0.25%
-9.4%
Q2 2020$1,099,000
+10.0%
40,7500.0%0.28%
+4.1%
Q1 2020$999,000
-5.8%
40,7500.0%0.27%
+13.2%
Q4 2019$1,060,00040,7500.24%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 171,510$4,624,0004.35%
TLWM 229,414$6,194,0003.66%
Signature Wealth Management Group 159,353$4,296,0003.28%
BRANDYWINE OAK PRIVATE WEALTH LLC 462,108$12,463,0002.22%
SIGMA INVESTMENT COUNSELORS INC 334,534$9,019,0000.96%
Peloton Wealth Strategists 49,000$1,321,0000.83%
Timber Creek Capital Management LLC 46,540$1,254,0000.79%
WRAPMANAGER INC 71,922$1,939,0000.72%
Andesa Financial Management Inc. 24,500$660,0000.59%
FinTrust Capital Advisors, LLC 50,026$1,349,0000.51%
View complete list of ISHARES TR shareholders