Windsor Capital Management »

Ishares Tr shares owned by Windsor Capital Management

Quarter-by-quarter ownership of Ishares Tr (IBHF) 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
2024-09-30 $264k 11k 23.41
2024-06-30 $263k 12k 22.91
2024-03-31 $251k 11k 23.06
2023-12-31 $242k 11k 22.92

More positions owned by Windsor Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Ibonds 27 Etf (IBDS)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Ibds Dec28 Etf (IBDT)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Windsor Capital Management

Top funds holding Ishares Tr

Bank of America Corporation
Cambridge Investment Research Advisors
Ashton Thomas Private Wealth
Northwestern Mutual Wealth Management Company
Ruggaard & Associates
Goss Wealth Management
Wells Fargo & Company
Morgan Stanley
LPL Financial
Commonwealth Financial Services
Baltimore-Washington Financial Advisors
HighTower Advisors
PFG Private Wealth Management
Private Advisor
Cowa

View all funds holding Ishares Tr