Stone House Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 244 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2019
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders