Stone House Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 215 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Stone House Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$362,928
-97.1%
16,467
-96.9%
0.13%
-97.2%
Q2 2023$12,310,659
+1.2%
537,583
+3.3%
4.46%
+8.5%
Q1 2023$12,162,988
+29.9%
520,230
+26.3%
4.11%
+23.2%
Q4 2022$9,359,929
-53.3%
411,969
-53.2%
3.34%
-64.1%
Q3 2022$20,042,000
+66.4%
880,571
+74.8%
9.30%
+70.9%
Q2 2022$12,042,000
-6.8%
503,844
-2.8%
5.44%
+23.7%
Q1 2022$12,914,000
+1.0%
518,435
+8.2%
4.40%
+0.6%
Q4 2021$12,783,000
-14.2%
479,108
-14.5%
4.37%
-24.7%
Q3 2021$14,900,0000.0%560,1430.0%5.81%0.0%
Q2 2021$14,900,000
+49.5%
560,143
+53.1%
5.81%
+15.7%
Q1 2021$9,964,0000.0%365,7990.0%5.02%
+0.0%
Q4 2020$9,964,000
-45.6%
365,799
-44.2%
5.02%
-32.2%
Q3 2020$18,324,000
-13.4%
655,615
-13.3%
7.40%
-30.3%
Q2 2020$21,166,000
-13.8%
756,194
-13.8%
10.62%
-26.0%
Q1 2020$24,560,000
-5.3%
876,821
-12.3%
14.35%
-24.2%
Q4 2019$25,932,000
+17.5%
999,693
+19.2%
18.94%
+72.1%
Q3 2019$22,079,000
+4.2%
838,708
+2.2%
11.00%
-0.6%
Q2 2019$21,180,000
+208.7%
820,460
+201.9%
11.07%
+209.7%
Q1 2019$6,860,000
+218.0%
271,783
+210.6%
3.57%
+162.3%
Q4 2018$2,157,000
+2.4%
87,490
+1.1%
1.36%
+12.7%
Q3 2018$2,107,000
+25.1%
86,570
+26.6%
1.21%
+12.7%
Q2 2018$1,684,000
+7.1%
68,398
+7.4%
1.07%
+5.1%
Q1 2018$1,572,00063,6571.02%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders