Windsor Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,975
-5.3%
132,939
-1.1%
1.46%
-3.4%
Q2 2023$8,418
-0.4%
134,437
-1.1%
1.51%
-7.8%
Q1 2023$8,449
+0.4%
135,903
-2.7%
1.64%
-5.8%
Q4 2022$8,414
-99.9%
139,700
-6.1%
1.74%
-9.3%
Q3 2022$7,697,000
-11.1%
148,795
-3.9%
1.92%
-13.3%
Q2 2022$8,657,000
-25.0%
154,774
-11.5%
2.21%
+3.6%
Q1 2022$11,545,000
-9.4%
174,821
-2.0%
2.14%
-8.6%
Q4 2021$12,740,000
+7.6%
178,354
+7.2%
2.34%
-5.7%
Q3 2021$11,836,000
-2.5%
166,383
+0.4%
2.48%
-5.6%
Q2 2021$12,144,000
+11.0%
165,672
+6.4%
2.62%
+0.6%
Q1 2021$10,942,000
+9.7%
155,690
+4.8%
2.61%
+2.6%
Q4 2020$9,977,000
+23.3%
148,495
+8.4%
2.54%
+8.1%
Q3 2020$8,090,000
+9.3%
137,033
+0.9%
2.35%
-0.0%
Q2 2020$7,401,000
+21.7%
135,749
+4.9%
2.35%
-4.0%
Q1 2020$6,081,000
+46.6%
129,353
+93.1%
2.45%
+60.6%
Q4 2019$4,147,000
+27.2%
67,003
+15.8%
1.53%
+7.4%
Q3 2019$3,260,000
-2.3%
57,853
+2.4%
1.42%
-2.9%
Q2 2019$3,337,000
+3.0%
56,501
+1.2%
1.46%
-19.5%
Q1 2019$3,241,000
+16.0%
55,820
+4.9%
1.82%
-4.9%
Q4 2018$2,795,000
+231.9%
53,213
+298.5%
1.91%
+164.1%
Q4 2017$842,00013,3530.72%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders