Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$549,000
-11.2%
20,667
-11.0%
0.12%
-14.2%
Q2 2021$618,000
+1.6%
23,2310.0%0.13%
-7.6%
Q1 2021$608,000
-61.2%
23,231
-59.6%
0.14%
-63.7%
Q4 2020$1,567,000
-45.7%
57,540
-44.8%
0.40%
-52.4%
Q3 2020$2,887,000
+84.4%
104,153
+86.2%
0.84%
+68.5%
Q2 2020$1,566,000
+138.7%
55,931
+138.9%
0.50%
+88.6%
Q1 2020$656,00023,4080.26%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders