Stone House Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,146 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.12 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stone House Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$51,552
-3.3%
4550.0%0.02%
+5.6%
Q1 2023$53,317
-6.5%
455
-22.2%
0.02%
-40.0%
Q1 2019$57,000
-83.3%
585
-83.2%
0.03%
-86.2%
Q2 2018$341,000
+49.6%
3,490
+35.5%
0.22%
+13.0%
Q4 2016$228,0002,5760.19%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 967,248$82,487,00039.14%
GRAY FINANCIAL GROUP /GA /ADV /ADV 594,986$50,740,403,00020.90%
Silicon Valley Capital Partners 283,951$24,215,00018.65%
FundX Investment Group, LLC 540,075$46,058,00011.51%
Longer Investments Inc. 90,325$7,703,0008.47%
FIDUCIARY TRUST INTERNATIONAL LLC 256,155$21,845,0007.15%
High Falls Advisors, Inc 283,171$21,280,0006.04%
LGL PARTNERS, LLC 120,196$10,188,0005.54%
FUKOKU MUTUAL LIFE INSURANCE Co 328,000$27,972,0005.47%
Tiller Private Wealth, Inc. 76,269$6,504,0005.44%
View complete list of ISHARES TR shareholders