Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 413 filers reported holding ISHARES TR in Q3 2023. 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$241
-4.4%
5,1250.0%0.04%
-2.2%
Q2 2023$252
+0.4%
5,1250.0%0.04%
-8.2%
Q1 2023$251
+3.3%
5,1250.0%0.05%
-2.0%
Q4 2022$243
-99.9%
5,1250.0%0.05%
-3.8%
Q3 2022$208,000
-8.4%
5,125
-0.5%
0.05%
-10.3%
Q2 2022$227,000
-15.0%
5,1530.0%0.06%
+18.4%
Q1 2022$267,000
-7.6%
5,1530.0%0.05%
-7.5%
Q4 2021$289,000
+0.7%
5,1530.0%0.05%
-11.7%
Q3 2021$287,000
-3.0%
5,1530.0%0.06%
-6.2%
Q2 2021$296,000
+4.2%
5,1530.0%0.06%
-5.9%
Q1 2021$284,000
+4.0%
5,1530.0%0.07%
-2.9%
Q4 2020$273,000
+13.8%
5,1530.0%0.07%0.0%
Q3 2020$240,000
+0.8%
5,153
-6.2%
0.07%
-7.9%
Q2 2020$238,000
-5.9%
5,494
-18.2%
0.08%
-25.5%
Q1 2020$253,000
-41.7%
6,715
-24.1%
0.10%
-36.2%
Q4 2019$434,000
+11.0%
8,844
+1.4%
0.16%
-5.9%
Q3 2019$391,000
-5.1%
8,722
-0.2%
0.17%
-6.1%
Q2 2019$412,000
+1.7%
8,738
-0.1%
0.18%
-20.3%
Q1 2019$405,0008,7470.23%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders