PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 203 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$12,341
-5.2%
880.0%0.00%0.0%
Q1 2024$13,022
+6.9%
880.0%0.00%0.0%
Q4 2023$12,178
-7.4%
88
-15.4%
0.00%0.0%
Q3 2023$13,155
-5.1%
1040.0%0.00%0.0%
Q2 2023$13,856
+0.4%
1040.0%0.00%0.0%
Q1 2023$13,802
+6.2%
1040.0%0.00%0.0%
Q4 2022$12,994
+18.1%
1040.0%0.00%0.0%
Q3 2022$11,0001040.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Cranbrook Wealth Management, LLC 17,368$1,225,0000.69%
Clal Insurance Enterprises Holdings Ltd 344,800$24,322,0000.65%
S. R. Schill & Associates 12,642$892,0000.62%
NWAM LLC 17,797$1,255,0000.51%
United Asset Strategies, Inc. 12,697$896,0000.39%
Madden Advisory Services, Inc. 8,125$573,0000.38%
ROBERTS GLORE & CO INC /IL/ 6,860$484,0000.37%
Virtu Financial LLC 30,426$2,146,0000.30%
CHARTIST INC /CA/ 8,200$578,361,0000.29%
BOSTON RESEARCH & MANAGEMENT INC 6,510$459,0000.28%
View complete list of ISHARES TR shareholders