PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 19 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,771,229
-6.4%
210,393
-0.2%
1.78%
-4.4%
Q2 2023$20,050,926
+1.9%
210,863
+0.3%
1.86%
-2.1%
Q1 2023$19,683,577
+1.2%
210,317
-1.3%
1.90%
-4.0%
Q4 2022$19,452,996
+8.5%
213,043
-2.0%
1.98%
+0.2%
Q3 2022$17,923,000
-8.3%
217,377
-1.0%
1.98%
-6.8%
Q2 2022$19,548,000
-12.9%
219,567
+0.3%
2.12%
-0.2%
Q1 2022$22,432,000
+1.5%
219,017
+3.5%
2.12%
-1.9%
Q4 2021$22,105,000
+6.2%
211,552
+2.3%
2.16%
+0.5%
Q3 2021$20,815,000
-2.0%
206,762
+2.7%
2.16%
-1.5%
Q2 2021$21,231,000
+1.0%
201,379
-3.5%
2.19%
-15.4%
Q1 2021$21,026,000
+15.3%
208,719
-6.9%
2.58%
+3.8%
Q4 2020$18,237,000
+30.4%
224,284
+96.3%
2.49%
+13.8%
Q3 2020$13,985,000
+0.1%
114,240
-1.6%
2.19%
-4.3%
Q2 2020$13,974,000
+29.9%
116,096
+0.5%
2.29%
+7.2%
Q1 2020$10,756,000
-50.3%
115,570
-14.1%
2.13%
-39.8%
Q4 2019$21,628,000
+5.8%
134,504
-1.2%
3.55%
-1.3%
Q3 2019$20,439,000
+2.4%
136,087
+1.6%
3.59%
-1.7%
Q2 2019$19,967,000
+0.2%
133,981
+0.8%
3.66%
-3.7%
Q1 2019$19,919,000
+14.2%
132,872
+0.4%
3.80%
+1.9%
Q4 2018$17,448,000
-22.8%
132,335
-3.7%
3.73%
-19.9%
Q3 2018$22,608,000
-1.8%
137,362
-1.9%
4.65%
-4.4%
Q2 2018$23,033,000
+7.9%
139,980
-1.3%
4.86%
+5.1%
Q1 2018$21,349,000
-1.8%
141,781
+1.4%
4.63%
+0.9%
Q4 2017$21,743,000
+4.5%
139,782
-0.4%
4.58%
+0.6%
Q3 2017$20,808,000
+5.0%
140,301
+1.4%
4.56%
+0.7%
Q2 2017$19,814,000
+9.4%
138,297
+2.4%
4.53%
+3.1%
Q1 2017$18,108,000
-4.5%
135,004
+0.2%
4.39%
-7.5%
Q4 2016$18,961,000
+14.7%
134,712
-1.1%
4.74%
+7.9%
Q3 2016$16,535,000
-1.5%
136,226
-1.1%
4.40%
-2.2%
Q2 2016$16,788,000
+6.3%
137,759
-1.2%
4.50%
+2.6%
Q1 2016$15,799,000
+21.4%
139,442
+4.6%
4.38%
+11.4%
Q4 2015$13,013,000
-6.9%
133,340
+3.3%
3.94%
-3.5%
Q3 2015$13,980,000
-5.9%
129,073
+1.2%
4.08%
-0.6%
Q2 2015$14,850,000
-0.5%
127,601
+2.2%
4.10%
+0.4%
Q1 2015$14,927,000
+4.9%
124,832
-0.2%
4.08%
+0.2%
Q4 2014$14,225,000
+12.5%
125,070
+2.6%
4.08%
+6.7%
Q3 2014$12,645,000
-8.2%
121,843
+0.5%
3.82%
-7.1%
Q2 2014$13,776,000
+4.1%
121,250
+2.1%
4.11%
-1.1%
Q1 2014$13,231,000
+0.4%
118,725
-0.3%
4.16%
-4.9%
Q4 2013$13,177,000
+6.8%
119,045
-1.5%
4.37%
+0.0%
Q3 2013$12,340,000
+2.3%
120,883
-0.0%
4.37%
-0.4%
Q2 2013$12,065,000120,9374.39%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders