PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$736,459
+0.1%
31,153
+0.0%
0.07%
+2.9%
Q2 2023$735,819
+0.1%
31,139
+0.0%
0.07%
-4.2%
Q1 2023$734,90831,1270.07%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
TMD Wealth Management, LLC 741,751$17,512,7524.94%
Peloton Wealth Strategists 154,400$3,6451.66%
Werba Rubin Papier Wealth Management 164,960$3,894,6981.53%
Asset Dedication, LLC 255,636$6,0250.56%
Endowment Wealth Management, Inc. 23,378$551,9450.56%
Straight Path Wealth Management 21,852$515,9260.41%
SageView Advisory Group, LLC 247,560$5,844,8910.37%
Carr Financial Group Corp 31,103$734,3370.32%
Northstar Group, Inc. 51,377$1,213,0230.31%
4J Wealth Management LLC 11,191$264,2130.28%
View complete list of ISHARES TR shareholders