Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 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$1,630
-5.0%
22,562
-1.4%
0.30%
-2.9%
Q2 2023$1,716
+5.0%
22,884
-0.8%
0.31%
-2.8%
Q1 2023$1,634
-9.6%
23,070
-11.5%
0.32%
-15.2%
Q4 2022$1,808
-99.5%
26,077
+338.5%
0.37%
+289.6%
Q3 2022$387,000
-0.8%
5,947
-1.8%
0.10%
-4.0%
Q2 2022$390,000
-18.1%
6,056
-4.3%
0.10%
+13.6%
Q1 2022$476,000
-5.9%
6,330
+6.4%
0.09%
-5.4%
Q4 2021$506,000
-87.2%
5,952
-88.0%
0.09%
-88.8%
Q3 2021$3,955,000
-30.3%
49,411
-29.5%
0.83%
-32.5%
Q2 2021$5,672,000
+61.7%
70,080
+56.5%
1.23%
+46.7%
Q1 2021$3,508,000
+253.3%
44,766
+225.6%
0.84%
+230.4%
Q4 2020$993,000
+12.7%
13,747
-1.9%
0.25%
-1.2%
Q3 2020$881,000
+5.0%
14,011
+274.0%
0.26%
-4.1%
Q2 2020$839,000
+26.0%
3,746
+0.4%
0.27%
-0.4%
Q1 2020$666,000
-16.4%
3,731
+11.4%
0.27%
-8.5%
Q4 2019$797,000
+8.9%
3,349
-0.4%
0.29%
-8.2%
Q3 2019$732,000
-5.5%
3,364
-1.5%
0.32%
-6.2%
Q2 2019$775,000
+10.2%
3,416
+6.4%
0.34%
-13.9%
Q1 2019$703,000
+24.9%
3,210
+9.1%
0.40%
+2.6%
Q4 2018$563,000
-15.1%
2,943
+3.4%
0.38%
-10.7%
Q3 2018$663,000
+8.2%
2,847
+4.4%
0.43%
-10.0%
Q2 2018$613,000
+5.9%
2,728
+2.9%
0.48%
-2.0%
Q1 2018$579,000
-7.5%
2,652
-8.6%
0.49%
-9.3%
Q4 2017$626,0002,9020.54%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders