PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTB and the CUSIP is 46435G417. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,245,314
-3.9%
54,531
+0.5%
0.21%
-1.8%
Q2 2023$2,337,323
-4.9%
54,268
-3.3%
0.22%
-8.4%
Q1 2023$2,458,932
+1.4%
56,140
-1.0%
0.24%
-4.0%
Q4 2022$2,425,176
-32.2%
56,716
-33.0%
0.25%
-37.3%
Q3 2022$3,578,000
+22.8%
84,675
+30.1%
0.39%
+24.7%
Q2 2022$2,913,00065,0850.32%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Demars Financial Group, LLC 106,227$5,435,0003.20%
Cardinal Strategic Wealth Guidance 66,604$3,407,0001.78%
Lee Financial Group Hawaii, Inc. 21,143$1,082,0000.80%
Destination Wealth Management 379,242$19,402,0000.75%
Columbus Macro, LLC 23,483$1,201,0000.40%
55I, LLC 127,406$6,518,0000.20%
Robertson Stephens Wealth Management, LLC 29,330$1,500,0000.17%
D.A. DAVIDSON & CO. 201,365$10,302,0000.12%
WealthShield Partners, LLC 5,730$293,0000.08%
OLD MISSION CAPITAL LLC 27,491$1,406,0000.06%
View complete list of ISHARES TR shareholders