Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$241,000
-10.7%
2,844
-7.1%
0.06%
-13.0%
Q2 2022$270,000
-29.1%
3,060
-20.4%
0.07%
-1.4%
Q1 2022$381,000
-7.1%
3,842
+0.5%
0.07%
-6.7%
Q4 2021$410,000
-3.3%
3,821
-7.5%
0.08%
-15.7%
Q3 2021$424,000
-2.8%
4,1330.0%0.09%
-5.3%
Q2 2021$436,000
+2.3%
4,133
-2.2%
0.09%
-7.8%
Q1 2021$426,000
+22.8%
4,228
-1.0%
0.10%
+15.9%
Q4 2020$347,000
+19.2%
4,269
-2.6%
0.09%
+3.5%
Q3 2020$291,000
+5.8%
4,383
+92.0%
0.08%
-2.3%
Q2 2020$275,000
-3.2%
2,283
-19.6%
0.09%
-23.7%
Q1 2020$284,000
-22.8%
2,841
+24.1%
0.11%
-15.6%
Q4 2019$368,000
+14.6%
2,289
+4.0%
0.14%
-3.6%
Q3 2019$321,000
-18.7%
2,202
-16.9%
0.14%
-19.1%
Q2 2019$395,000
+21.9%
2,651
+20.7%
0.17%
-4.9%
Q1 2019$324,000
+56.5%
2,197
+40.2%
0.18%
+28.2%
Q4 2018$207,000
-19.5%
1,567
+1.6%
0.14%
-15.0%
Q3 2018$257,000
+1.2%
1,542
-0.8%
0.17%
-16.1%
Q2 2018$254,0001,5550.20%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders