Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 1,100 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 1.1%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,341
-4.1%
32,349
-1.5%
0.43%
-2.1%
Q2 2023$2,441
-8.4%
32,843
-9.4%
0.44%
-15.3%
Q1 2023$2,664
-11.6%
36,266
-11.6%
0.52%
-17.0%
Q4 2022$3,013
-99.9%
41,009
-19.1%
0.62%
-25.7%
Q3 2022$3,364,000
-19.2%
50,708
-13.2%
0.84%
-21.2%
Q2 2022$4,164,000
-10.3%
58,423
-0.5%
1.06%
+23.9%
Q1 2022$4,642,000
-17.9%
58,689
-16.9%
0.86%
-17.2%
Q4 2021$5,656,000
+18.6%
70,591
+9.4%
1.04%
+3.9%
Q3 2021$4,768,000
+0.7%
64,509
+0.3%
1.00%
-2.4%
Q2 2021$4,733,000
+1.1%
64,297
-5.0%
1.02%
-8.3%
Q1 2021$4,681,000
+0.5%
67,660
-1.4%
1.12%
-6.0%
Q4 2020$4,659,000
+4.7%
68,636
-1.2%
1.19%
-8.3%
Q3 2020$4,451,000
+1.5%
69,464
-3.9%
1.29%
-7.2%
Q2 2020$4,384,000
+5.9%
72,314
-5.6%
1.39%
-16.4%
Q1 2020$4,138,000
-16.6%
76,607
+1.3%
1.67%
-8.7%
Q4 2019$4,961,000
+38.3%
75,632
+32.2%
1.83%
+16.8%
Q3 2019$3,586,000
+105.7%
57,211
+103.4%
1.56%
+104.3%
Q2 2019$1,743,000
+66.3%
28,124
+57.8%
0.76%
+30.1%
Q1 2019$1,048,000
+41.0%
17,824
+25.7%
0.59%
+15.7%
Q4 2018$743,00014,1780.51%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,016,718$71,384,00025.21%
Cassia Capital Partners, LLC 277,658$19,494,00019.46%
Halpern Financial, Inc. 686,429$48,194,15418.80%
Legacy Financial Advisors, Inc. 819,533$57,539,00014.30%
AGILIS PARTNERS LLC 304,638$21,389,00013.23%
ABSOLUTE CAPITAL MANAGEMENT, LLC 113,006$7,934,00012.73%
Summit Wealth Group, LLC 145,055$10,184,00012.03%
Sovereign Investment Advisors, LLC 378,540$26,577,00011.51%
Tillar-Wenstrup Advisors, LLC 312,012$21,906,00010.96%
Darrow Company, Inc. 156,538$10,990,00010.87%
View complete list of ISHARES TR shareholders