PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 1 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$37,443
-4.1%
1,4950.0%0.00%0.0%
Q2 2023$39,049
-2.9%
1,4950.0%0.00%0.0%
Q1 2023$40,212
-1.7%
1,4950.0%0.00%0.0%
Q4 2022$40,919
+10.6%
1,4950.0%0.00%0.0%
Q3 2022$37,0001,4950.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Horizons Wealth Management 15,753$394,5360.29%
Schoolcraft Capital LLC 8,917$223,3380.06%
Equitable Holdings, Inc. 141,144$3,535,0500.05%
Freedom Investment Management, Inc. 16,369$409,9780.05%
CARDIFF PARK ADVISORS, LLC 11,171$279,7890.04%
SOA Wealth Advisors, LLC. 3,747$93,8520.02%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16,004$400,8320.02%
Front Row Advisors LLC 581$14,7150.01%
Rathbones Group PLC 30,972$775,7150.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,495$37,4430.00%
View complete list of ISHARES TR shareholders