Stone House Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Stone House Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,236,004
+18.7%
33,780
+26.7%
0.43%
+13.8%
Q2 2023$1,041,581
+8.7%
26,653
+3.8%
0.38%
+16.7%
Q1 2023$958,035
+3.1%
25,671
+0.2%
0.32%
-2.1%
Q4 2022$929,153
+9.4%
25,625
-2.7%
0.33%
-16.0%
Q3 2022$849,000
-40.1%
26,332
-36.7%
0.39%
-38.5%
Q2 2022$1,417,00041,6270.64%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders