PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$850,978
-0.6%
36,468
+0.0%
0.08%
+2.5%
Q2 2023$855,745
+0.3%
36,461
+1.4%
0.08%
-3.7%
Q1 2023$853,40235,9630.08%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
SHUFRO ROSE & CO LLC 2,793,687$66,294,1906.14%
Keeler Thomas Management LLC 537,069$12,744,6395.99%
PFG Private Wealth Management, LLC 334,536$7,938,5395.05%
Foundation Wealth Management, LLC 157,551$3,738,6783.85%
Buffington Mohr McNeal 587,194$13,934,1103.19%
Platte River Wealth Advisors, LLC 302,173$7,170,5652.75%
Windsor Capital Management, LLC 333,180$7,906,3652.72%
Sound View Wealth Advisors Group, LLC 808,543$19,186,7352.63%
IRON Financial LLC 193,686$4,596,1752.52%
Peloton Wealth Strategists 227,625$5,4022.47%
View complete list of ISHARES TR shareholders