PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 12 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,676
+10.7%
4570.0%0.00%0.0%
Q2 2023$19,578
-2.1%
4570.0%0.00%0.0%
Q1 2023$19,994
+22.5%
457
+30.2%
0.00%0.0%
Q4 2022$16,318
+16.6%
3510.0%0.00%0.0%
Q3 2022$14,0003510.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
EQ LLC 128,528$3,869,0002.70%
HawsGoodwin Investment Management LLC 264,487$7,961,0002.32%
Outlook Wealth Advisors, LLC 257,304$7,745,0002.28%
Bernardo Wealth Planning LLC 151,537$4,561,0002.23%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$9,030,0002.05%
Dentgroup LLC 72,114$2,171,0002.05%
AVAII WEALTH MANAGEMENT, LLC 67,427$2,030,0002.04%
Ironwood Financial, llc 239,834$7,219,0001.98%
Pettinga Financial Advisors LLC 259,217$7,803,0001.90%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 189,938$5,717,0001.86%
View complete list of ISHARES TR shareholders