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Ishares Tr shares owned by Windsor Capital Management

Quarter-by-quarter ownership of Ishares Tr (IBHG) 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 $273k 12k 22.49
2025-06-30 $271k 12k 22.54
2025-03-31 $279k 13k 22.33
2024-12-31 $268k 12k 22.24
2024-09-30 $213k 9.4k 22.60

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

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
LPL Financial
Wells Fargo & Company
Keeler THomas Management
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
Morgan Stanley
J.w. Cole Advisors
Raymond James Financial
Cetera Investment Advisers
Hurley Capital

View all funds holding Ishares Tr