Stone House Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,139 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 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 Q3 2023
NameSharesValueWeighting ↓
Northside Capital Management, LLC 866,404$63,031,00047.98%
GRAY FINANCIAL GROUP /GA /ADV /ADV 931,397$67,759,00027.88%
FIDUCIARY TRUST INTERNATIONAL LLC 402,176$29,258,0009.88%
Longer Investments Inc. 100,250$7,293,0008.59%
Stelac Advisory Services LLC 280,279$20,187,0005.58%
NIPPON LIFE INSURANCE CO 2,653,500$193,042,0005.10%
KANALY TRUST CO 301,783$21,955,0004.84%
FUKOKU MUTUAL LIFE INSURANCE Co 328,000$23,862,0004.50%
ASSET ADVISORS CORP 249,250$18,133,0004.45%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 175,827$12,792,0004.35%
View complete list of ISHARES TR shareholders