PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGEB and the CUSIP is 46435G219. A total of 41 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$130,623
-4.0%
3,0800.0%0.01%
-7.7%
Q2 2023$136,105
-1.2%
3,0800.0%0.01%0.0%
Q1 2023$137,707
+3.2%
3,0800.0%0.01%
-7.1%
Q4 2022$133,395
+20.2%
3,080
+17.1%
0.01%
+16.7%
Q3 2022$111,0002,6300.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 466,565$19,787,0035.76%
Paragon Wealth Strategies, LLC 261,450$11,088,0823.31%
Ameliora Wealth Management Ltd. 93,145$3,950,2792.34%
Hennion & Walsh Asset Management, Inc. 795,215$33,725,0692.15%
Altus Wealth Management, LLC 32,248$1,367,6380.95%
AdvisorNet Financial, Inc 190,430$8,076,1510.73%
CPA Asset Management LLC 13,533$573,9350.40%
CWM, LLC 1,296,767$54,9960.34%
Buffington Mohr McNeal 32,475$1,377,2650.31%
1620 INVESTMENT ADVISORS, INC. 5,924$251,2450.28%
View complete list of ISHARES TR shareholders