Windward Private Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is GNMA and the CUSIP is 46429B333. A total of 95 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
Windward Private Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,015,334
-54.0%
23,160
-53.3%
0.45%
-52.2%
Q1 2023$2,206,861
-7.2%
49,637
-9.2%
0.94%
-10.5%
Q4 2022$2,377,766
-5.0%
54,655
-6.1%
1.05%
-12.6%
Q3 2022$2,503,000
+94.2%
58,193
+105.6%
1.20%
+103.5%
Q2 2022$1,289,000
+27.5%
28,306
+33.7%
0.59%
+42.0%
Q1 2022$1,011,00021,1790.42%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 11,331$473,4098.02%
Kelman-Lazarov, Inc. 402,084$16,799,0903.97%
Prosperity Planning, Inc. 157,392$6,575,8362.75%
Bigelow Investment Advisors, LLC 71,178$2,973,8041.71%
GUIDANCE CAPITAL, INC 89,772$3,662,6891.64%
Portland Global Advisors LLC 214,566$8,9651.50%
DMC Group, LLC 36,236$1,513,9401.42%
MYECFO, LLC 48,115$2,003,9781.39%
FORT PITT CAPITAL GROUP, LLC 784,468$32,775,0881.23%
Family Asset Management, LLC 24,684$1,031,2980.76%
View complete list of ISHARES TR shareholders