Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 208 filers reported holding ISHARES TR in Q2 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$564
-6.3%
9,8760.0%0.10%
-4.6%
Q2 2023$602
+7.9%
9,8760.0%0.11%0.0%
Q1 2023$558
+3.5%
9,8760.0%0.11%
-2.7%
Q4 2022$539
-99.9%
9,8760.0%0.11%
-11.9%
Q3 2022$507,000
-3.6%
9,8760.0%0.13%
-6.0%
Q2 2022$526,000
-15.3%
9,8760.0%0.13%
+16.5%
Q1 2022$621,000
-12.7%
9,8760.0%0.12%
-11.5%
Q4 2021$711,000
+3.5%
9,8760.0%0.13%
-9.7%
Q3 2021$687,000
+1.0%
9,8760.0%0.14%
-2.0%
Q2 2021$680,000
+9.3%
9,876
+500.0%
0.15%
-0.7%
Q1 2021$622,000
-1.3%
1,6460.0%0.15%
-8.1%
Q4 2020$630,000
+13.3%
1,6460.0%0.16%
-0.6%
Q3 2020$556,000
+15.1%
1,6460.0%0.16%
+5.2%
Q2 2020$483,0001,6460.15%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders