Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$650
-4.3%
10,8920.0%0.12%
-2.5%
Q2 2023$679
+13.5%
10,8920.0%0.12%
+5.2%
Q1 2023$598
+12.8%
10,8920.0%0.12%
+5.5%
Q4 2022$530
-99.9%
10,8920.0%0.11%
-16.7%
Q3 2022$531,000
-5.3%
10,8920.0%0.13%
-7.7%
Q2 2022$561,000
-18.1%
10,8920.0%0.14%
+12.6%
Q1 2022$685,000
-11.8%
10,8920.0%0.13%
-10.6%
Q4 2021$777,000
+7.6%
10,8920.0%0.14%
-6.0%
Q3 2021$722,000
+2.4%
10,8920.0%0.15%
-0.7%
Q2 2021$705,000
+10.8%
10,892
+394.0%
0.15%0.0%
Q1 2021$636,000
-0.5%
2,2050.0%0.15%
-6.7%
Q4 2020$639,000
+9.0%
2,2050.0%0.16%
-4.1%
Q3 2020$586,000
+13.3%
2,2050.0%0.17%
+3.7%
Q2 2020$517,000
+149.8%
2,205
+97.8%
0.16%
+97.6%
Q1 2020$207,000
-11.5%
1,1150.0%0.08%
-3.5%
Q4 2019$234,000
+13.0%
1,1150.0%0.09%
-4.4%
Q3 2019$207,000
-4.2%
1,1150.0%0.09%
-5.3%
Q2 2019$216,000
+5.9%
1,1150.0%0.10%
-16.7%
Q1 2019$204,0001,1150.11%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
GenWealth Group, Inc. 91,801$17,041,0007.84%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 49,539$9,207,0006.88%
Clearstead Advisors, LLC 104,329$19,391,0002.66%
Brand Asset Management Group, Inc. 10,411$1,935,0001.42%
McQueen, Ball & Associates Inc. 13,055$2,426,0001.38%
TWIN FOCUS CAPITAL PARTNERS, LLC 12,651$2,351,0001.21%
Marietta Wealth Management, LLC 11,306$2,101,0000.93%
Courage Miller Partners, LLC 7,509$1,396,0000.80%
Madrona Financial Services, LLC 4,360$810,0000.62%
CENTAURUS FINANCIAL, INC. 16$3,058,0000.55%
View complete list of ISHARES TR shareholders