Stone House Investment Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 208 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is 4.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Stone House Investment Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$53,778
+0.6%
1,845
-10.3%
0.02%0.0%
Q2 2023$53,437
-3.4%
2,057
+0.5%
0.02%0.0%
Q1 2023$55,300
-96.4%
2,046
-96.3%
0.02%
-96.5%
Q4 2022$1,541,202
-7.2%
54,672
+17.6%
0.55%
-28.7%
Q3 2022$1,660,000
-10.8%
46,482
+2.2%
0.77%
-8.4%
Q2 2022$1,861,000
-61.8%
45,464
-62.6%
0.84%
-49.3%
Q1 2022$4,872,000
+16.0%
121,636
-10.6%
1.66%
+15.4%
Q4 2021$4,201,000
-5.2%
136,039
+5.9%
1.44%
-16.8%
Q3 2021$4,431,0000.0%128,4300.0%1.73%0.0%
Q2 2021$4,431,000
+29.0%
128,430
+23.6%
1.73%
-3.5%
Q1 2019$3,436,000
+3.0%
103,916
-5.0%
1.79%
-15.0%
Q4 2018$3,336,000
-14.5%
109,408
+9.2%
2.11%
-5.9%
Q3 2018$3,902,000
-0.8%
100,219
-0.5%
2.24%
-10.7%
Q2 2018$3,935,000
+76.7%
100,752
+67.0%
2.51%
+73.2%
Q1 2018$2,227,000
+6.4%
60,317
+4.7%
1.45%
+2.1%
Q4 2017$2,093,000
+6.8%
57,593
+2.5%
1.42%
+1.6%
Q3 2017$1,959,000
+8.5%
56,214
+1.4%
1.40%
+7.6%
Q2 2017$1,806,000
+8.7%
55,411
+11.9%
1.30%
+4.3%
Q1 2017$1,661,000
-0.7%
49,535
+1.5%
1.24%
-11.6%
Q4 2016$1,673,00048,7791.41%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
PALLADIEM, LLC 236,992$9,702,0009.64%
Northwest Capital Management Inc 370,622$15,173,0007.95%
TRUE Private Wealth Advisors 1,200,085$49,131,0007.15%
Williams Financial, LLC 145,642$5,963,0004.85%
Scarborough Advisors, LLC 338,335$13,851,0004.72%
MCMORGAN & CO LLC 502,160$20,558,0004.60%
Evolution Wealth Advisors, LLC 440,269$18,025,0004.56%
Ledge Wealth Management, Inc. 157,715$6,457,0003.97%
BKA Wealth Consulting, Inc. 48,443$1,983,0003.60%
Axiom Advisory, LLC 66,839$2,737,0003.04%
View complete list of ISHARES U S ETF TR shareholders