PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$386,798
-4.5%
8,2280.0%0.04%
-2.6%
Q2 2023$404,982
+0.9%
8,2280.0%0.04%
-2.6%
Q1 2023$401,280
+7.2%
8,2280.0%0.04%
+2.6%
Q4 2022$374,374
+13.8%
8,2280.0%0.04%
+5.6%
Q3 2022$329,000
-23.5%
8,2280.0%0.04%
-12.2%
Q1 2022$430,000
+1.7%
8,228
-20.6%
0.04%
-66.7%
Q3 2015$423,000
-8.8%
10,3650.0%0.12%
-3.9%
Q2 2015$464,000
-3.7%
10,3650.0%0.13%
-3.0%
Q1 2015$482,000
+11.3%
10,365
+0.2%
0.13%
+6.5%
Q4 2014$433,000
-4.8%
10,343
-1.9%
0.12%
-9.5%
Q3 2014$455,00010,5430.14%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders