Stone House Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders