Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 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 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders