Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKF and the CUSIP is 464288109. A total of 100 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$210
-2.8%
3,2430.0%0.04%
-2.6%
Q2 2023$216
+3.8%
3,2430.0%0.04%
-2.5%
Q1 2023$208
-1.0%
3,2430.0%0.04%
-7.0%
Q4 2022$210
-99.9%
3,2430.0%0.04%
+4.9%
Q1 2022$224,000
-2.2%
3,2430.0%0.04%
-2.4%
Q4 2021$229,000
+9.6%
3,2430.0%0.04%
-4.5%
Q3 2021$209,0000.0%3,2430.0%0.04%
-2.2%
Q2 2021$209,0003,2430.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Matrix Trust Co 299,798$33,655,0009.46%
Treybourne Wealth Planners, Inc. 46,920$5,267,0003.79%
SPC Financial, Inc. 130,332$14,631,0002.06%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 19,702$2,211,0001.31%
Equitable Holdings, Inc. 446,336$50,106,0001.14%
TAP Consulting, LLC 16,630$1,867,0000.67%
GenWealth Group, Inc. 16,232$1,822,0000.60%
Brand Asset Management Group, Inc. 6,531$733,0000.41%
Courage Miller Partners, LLC 5,684$638,0000.29%
Ellis Investment Partners, LLC 6,167$692,0000.21%
View complete list of ISHARES TR shareholders