Stone House Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 441 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
Stone House Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,680,711
+6506.0%
78,580
+6503.4%
3.02%
+6193.8%
Q2 2023$131,407
+0.6%
1,190
+0.7%
0.05%
+9.1%
Q1 2023$130,592
-46.9%
1,182
-47.0%
0.04%
-64.5%
Q1 2021$246,0000.0%2,2290.0%0.12%0.0%
Q4 2020$246,000
-87.4%
2,229
-87.4%
0.12%
-84.3%
Q3 2020$1,954,000
-30.1%
17,649
-30.1%
0.79%
-43.7%
Q2 2020$2,795,000
-72.1%
25,237
-72.1%
1.40%
-76.1%
Q1 2020$10,032,000
+650.3%
90,365
+646.4%
5.86%
+500.4%
Q4 2019$1,337,000
-63.5%
12,106
-63.4%
0.98%
-46.5%
Q3 2019$3,660,000
-23.4%
33,089
-23.4%
1.82%
-26.9%
Q2 2019$4,778,000
-57.1%
43,180
-57.2%
2.50%
-57.0%
Q1 2019$11,145,000
-10.6%
100,794
-10.8%
5.80%
-26.2%
Q4 2018$12,460,000112,9667.87%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders