Windsor Capital Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is MEAR and the CUSIP is 46431W838. A total of 106 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Windsor Capital Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$200,087
-27.3%
4,017
-27.2%
0.07%
-24.2%
Q2 2023$275,124
-23.4%
5,515
-23.2%
0.09%
-26.0%
Q1 2023$358,963
-3.6%
7,185
-4.1%
0.12%
-9.6%
Q4 2022$372,348
-0.2%
7,489
-0.5%
0.14%
-2.2%
Q3 2022$373,000
-14.8%
7,526
-14.6%
0.14%
-10.9%
Q2 2022$438,0000.0%8,814
+0.0%
0.16%
+14.7%
Q1 2022$438,000
-22.9%
8,812
-22.3%
0.14%
-20.5%
Q4 2021$568,000
-26.1%
11,342
-26.1%
0.17%
-30.8%
Q3 2021$769,000
-7.5%
15,344
-7.3%
0.25%
-10.2%
Q2 2021$831,000
+21.5%
16,561
+21.6%
0.28%
+16.0%
Q1 2021$684,000
+3.0%
13,619
+3.0%
0.24%
-4.4%
Q4 2020$664,000
+5.7%
13,228
+5.6%
0.25%
-5.3%
Q3 2020$628,000
-2.2%
12,528
-2.2%
0.26%
-5.4%
Q2 2020$642,000
+3.7%
12,814
+3.0%
0.28%
-11.5%
Q1 2020$619,000
+1.1%
12,446
+1.7%
0.31%
+21.8%
Q4 2019$612,000
-6.0%
12,232
-5.8%
0.26%
-11.7%
Q3 2019$651,000
+101.5%
12,983
+100.9%
0.29%
+96.6%
Q2 2019$323,000
+7.3%
6,461
+7.2%
0.15%
+4.2%
Q1 2019$301,000
+11.5%
6,027
+11.4%
0.14%
+1.4%
Q4 2018$270,000
-28.8%
5,411
-28.7%
0.14%
-18.1%
Q3 2018$379,000
-3.1%
7,588
-3.2%
0.17%
-6.0%
Q2 2018$391,000
-10.7%
7,842
-11.0%
0.18%
-12.1%
Q1 2018$438,000
+35.2%
8,814
+35.2%
0.21%
+37.1%
Q4 2017$324,0006,5200.15%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 320,785$15,925,3565.09%
Kathmere Capital Management, LLC 308,935$15,337,0003.06%
KARLINSKI ANDREW C 29,290$1,454,0002.20%
Syverson Strege & Co 83,602$4,150,0002.11%
Insight Inv LLC 29,935$1,486,0001.65%
4J Wealth Management LLC 24,222$1,203,0001.54%
1900 WEALTH MANAGEMENT LLC 242,593$12,043,0001.41%
TOBIAS FINANCIAL ADVISORS, INC. 72,821$3,615,0001.28%
Integrated Wealth Concepts LLC 743,780$36,925,0001.18%
Elmwood Wealth Management, Inc. 45,935$2,280,0001.14%
View complete list of ISHARES U S ETF TR shareholders