Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 150 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2022
NameSharesValueWeighting ↓
WESPAC Advisors, LLC 13,263$2,048,0002.31%
Threshold Group LLC 6,837$1,056,0001.02%
Greenwich Wealth Management LLC 32,958$5,089,0000.90%
WINTRUST INVESTMENTS LLC 6,739$1,041,0000.48%
PARSONS CAPITAL MANAGEMENT INC/RI 22,725$3,509,0000.47%
Summit Asset Management, LLC 4,658$719,0000.44%
Geneos Wealth Management Inc. 15,478$2,390,0000.32%
Liberty Capital Management, Inc. 2,550$389,0000.25%
Ironwood Financial, llc 1,926$297,0000.21%
LADENBURG THALMANN FINANCIAL SERVICES INC. 84,813$13,098,0000.20%
View complete list of ISHARES TR shareholders