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Ishares Tr shares owned by Windsor Capital Management

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Windsor Capital Management from 13F filings

Historical chart of Windsor Capital Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Windsor Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Windsor Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 220k 22.15
2025-06-30 $2.6M 118k 21.98

More positions owned by Windsor Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Spdr Series Trust Bbg Conv Sec Etf (CWB)

View all positions for Windsor Capital Management

Top funds holding Ishares Tr

Aptus Capital Advisors
Mercer Global Advisors
Capital Investment Advisors
Capital Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
HighTower Advisors
Royal Bank of Canada
Sigma Investment Counselors
Summit Financial
Klingman & Associates
UBS Group
Us Bancorp
Apollon Wealth Management

View all funds holding Ishares Tr