PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 33 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$20,399
-8.0%
7810.0%0.00%0.0%
Q1 2024$22,177
-48.2%
781
-47.8%
0.00%
-50.0%
Q4 2023$42,852
+14.4%
1,4950.0%0.00%0.0%
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 ↓
CPWM, LLC 207,804$7,697,0000.61%
Lester Murray Antman dba SimplyRich 21,514$802,0000.27%
Schoolcraft Capital LLC 15,767$587,4260.18%
CARDIFF PARK ADVISORS, LLC 22,693$845,0000.11%
SOA Wealth Advisors, LLC. 10,917$406,0000.10%
Equitable Holdings, Inc. 125,310$4,669,0000.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,769$960,0000.05%
Freedom Investment Management, Inc. 17,334$646,0000.05%
Sterling Investment Advisors, Ltd. 2,906$108,0000.03%
Rathbones Group PLC 61,687$2,298,0000.02%
View complete list of ISHARES TR shareholders