PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 3 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
Q3 2023$5,795
-6.1%
1110.0%0.00%0.0%
Q2 2023$6,172
+5.5%
1110.0%0.00%0.0%
Q1 2023$5,850
+11.3%
1110.0%0.00%0.0%
Q4 2022$5,255
+5.1%
1110.0%0.00%0.0%
Q3 2022$5,0001110.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 42,504,287$1,614,738,0008.81%
PERSONAL FINANCIAL CONSULTANTS INC /ADV 268,668$10,207,0007.83%
REDW Wealth LLC 286,830$10,896,0006.69%
New England Private Wealth Advisors LLC 353,147$13,418,0003.48%
Ruggie Capital Group 51,302$1,949,0002.30%
PACIFIC FINANCIAL GROUP INC 298,410$11,337,0001.38%
Donoghue Forlines LLC 264,588$10,060,0001.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 190,378$7,231,0000.74%
Mathes Company, Inc. 34,125$1,296,0000.66%
WINTRUST INVESTMENTS LLC 77,186$2,932,0000.48%
View complete list of ISHARES TR shareholders