Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,210 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$202
-99.9%
1,627
+0.3%
0.04%
+7.7%
Q1 2022$209,000
+3.5%
1,622
+0.1%
0.04%
+5.4%
Q4 2021$202,000
-34.0%
1,621
-47.2%
0.04%
-81.4%
Q3 2018$306,0003,0700.20%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Northside Capital Management, LLC 661,976$63,669,00018.86%
One Wealth Advisors, LLC 187,340$18,018,0009.79%
Keebeck Wealth Management, LLC 337,040$32,417,0005.64%
Powell Investment Advisors, LLC 73,164$7,037,0005.35%
Ellis Investment Partners, LLC 178,353$17,154,0005.21%
Ally Financial Inc. 526,000$50,591,0004.75%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 193,580$18,618,0004.13%
IFG Advisors, LLC 64,983$6,250,0003.87%
High Falls Advisors, Inc 127,399$12,253,0003.56%
Verus Financial Partners, Inc. 215,077$20,686,0003.54%
View complete list of ISHARES TR shareholders