PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGEB and the CUSIP is 46435G219. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.5%.

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 Q4 2023
NameSharesValueWeighting ↓
KCS Wealth Advisory 60,611$3,192,0001.28%
CWM, LLC 1,797,444$94,650,0000.67%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 41,115$2,165,0000.62%
AdvisorNet Financial, Inc 171,532$9,033,0000.56%
Hennion & Walsh Asset Management, Inc. 207,388$10,921,0000.54%
Lion Street Advisors, LLC 11,716$617,0000.30%
Pflug Koory, LLC 8,951$471,0000.24%
SeaCrest Wealth Management, LLC 20,859$1,098,0000.12%
Destiny Wealth Partners, LLC 11,464$604,0000.12%
Dynamic Advisor Solutions LLC 5,428$286,0000.02%
View complete list of ISHARES TR shareholders