Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 147 filers reported holding ISHARES TR in Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 90,740$5,419,8823.53%
YARGER WEALTH STRATEGIES, LLC 68,405$4,085,8223.48%
Benchmark Wealth Management, LLC 65,494$3,911,9572.50%
Matrix Trust Co 157,955$9,4352.46%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110,669$6,610,2432.24%
Sunburst Financial Group, LLC 69,940$4,177,5161.47%
Pitti Group Wealth Management, LLC 19,018$1,135,9541.30%
Brand Asset Management Group, Inc. 37,820$2,258,9851.16%
MEANS INVESTMENT CO., INC. 86,744$5,181,2140.85%
FLAGSTAR ADVISORS INC 27,680$1,661,5400.63%
View complete list of ISHARES TR shareholders