Stone House Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.

Quarter-by-quarter ownership
Stone House Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,708,517
+370851600.0%
54,2021.29%
Q1 2023$1
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2022$246,000
-1.2%
3,226
+8.6%
0.08%
-1.2%
Q4 2021$249,000
-93.9%
2,970
-94.7%
0.08%
-94.7%
Q3 2021$4,092,0000.0%56,2690.0%1.60%0.0%
Q2 2021$4,092,000
+693.0%
56,269
+596.0%
1.60%
+513.5%
Q1 2021$516,0000.0%8,0850.0%0.26%0.0%
Q4 2020$516,000
-88.3%
8,085
-57.5%
0.26%
-85.4%
Q3 2020$4,392,000
+11.7%
19,004
+0.3%
1.78%
-10.0%
Q2 2020$3,931,000
-11.3%
18,945
-29.5%
1.97%
-23.8%
Q1 2020$4,434,000
-20.8%
26,866
-7.0%
2.59%
-36.6%
Q4 2019$5,595,000
-33.0%
28,892
-37.7%
4.08%
-1.8%
Q3 2019$8,347,000
-24.6%
46,365
-24.9%
4.16%
-28.1%
Q2 2019$11,069,000
+89.5%
61,757
+82.2%
5.78%
+90.1%
Q1 2019$5,841,000
-33.2%
33,887
-41.6%
3.04%
-44.9%
Q4 2018$8,738,000
-12.0%
57,995
+3.5%
5.52%
-3.1%
Q3 2018$9,930,000
-6.0%
56,048
-13.8%
5.70%
-15.3%
Q2 2018$10,567,000
+72.6%
64,986
+64.6%
6.73%
+69.2%
Q1 2018$6,121,000
+43.7%
39,473
+41.6%
3.98%
+38.0%
Q4 2017$4,259,000
-19.2%
27,875
-24.2%
2.88%
-23.2%
Q3 2017$5,273,000
+211.1%
36,765
+196.9%
3.76%
+208.3%
Q2 2017$1,695,000
-29.7%
12,383
-32.5%
1.22%
-32.6%
Q1 2017$2,412,000
-76.2%
18,342
-78.0%
1.81%
-78.8%
Q4 2016$10,148,00083,3208.53%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 681,945$50,403,00038.13%
HILLTOP WEALTH ADVISORS, LLC 346,038$25,576,00017.96%
Johnson Midwest Financial, LLC 266,243$19,678,00016.08%
Salomon & Ludwin, LLC 1,331,191$98,388,00015.30%
EisnerAmper Wealth Management Corporate Benefits, LLC 362,807$26,815,00013.50%
ShoreHaven Wealth Partners, LLC 335,846$24,822,00012.93%
Praetorian Wealth Management, Inc. 495,530$36,625,00012.41%
Powell Investment Advisors, LLC 261,502$19,328,00011.94%
MMA ASSET MANAGEMENT LLC 199,004$14,708,00011.23%
Carl P. Sherr & Co., LLC 148,295$10,961,0008.75%
View complete list of ISHARES TR shareholders