Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 132 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$273
-5.5%
4,5680.0%0.05%
-3.8%
Q2 2023$289
+33.2%
4,568
+25.8%
0.05%
+23.8%
Q1 2023$217
-0.5%
3,6320.0%0.04%
-6.7%
Q4 2022$218
-99.9%
3,6320.0%0.04%
-10.0%
Q3 2022$200,000
-3.4%
3,6320.0%0.05%
-5.7%
Q2 2022$207,000
-14.5%
3,6320.0%0.05%
+17.8%
Q1 2022$242,000
-6.6%
3,6320.0%0.04%
-4.3%
Q4 2021$259,000
+5.7%
3,6320.0%0.05%
-7.8%
Q3 2021$245,000
+0.4%
3,6320.0%0.05%
-3.8%
Q2 2021$244,000
+7.0%
3,632
+300.0%
0.05%
-1.9%
Q1 2021$228,000
+7.0%
9080.0%0.05%0.0%
Q4 2020$213,0009080.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 71,637$4,142,0005.35%
PACIFIC FINANCIAL GROUP INC 110,076$6,203,0004.60%
Benchmark Wealth Management, LLC 95,244$5,367,0003.95%
OmniStar Financial Group, Inc. 38,823$2,187,0002.42%
Matrix Trust Co 150,133$8,460,0002.34%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 98,504$5,551,0002.28%
Sunburst Financial Group, LLC 46,508$2,621,0001.26%
Brand Asset Management Group, Inc. 38,370$2,162,0001.10%
Empirical Asset Management, LLC 17,552$989,0001.04%
Pitti Group Wealth Management, LLC 12,660$713,0000.97%
View complete list of ISHARES TR shareholders