Stone House Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 335 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Stone House Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$717,000
+53.2%
13,719
+63.0%
0.24%
+52.5%
Q4 2021$468,000
-5.6%
8,419
-2.4%
0.16%
-17.1%
Q3 2021$496,0000.0%8,6240.0%0.19%0.0%
Q2 2021$496,000
-3.3%
8,624
-10.8%
0.19%
-25.2%
Q1 2021$513,0000.0%9,6690.0%0.26%0.0%
Q4 2020$513,000
-88.3%
9,669
-89.9%
0.26%
-85.5%
Q3 2020$4,403,000
+49.6%
95,728
+40.6%
1.78%
+20.4%
Q2 2020$2,943,00068,0641.48%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders