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 ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 262,290$6,155,9486.72%
TMD Wealth Management, LLC 317,002$7,440,0373.31%
Werba Rubin Papier Wealth Management 166,229$3,901,3941.61%
Peloton Wealth Strategists 134,525$3,1571.52%
SageView Advisory Group, LLC 255,660$6,000,3310.49%
Asset Dedication, LLC 181,845$4,2570.43%
Carr Financial Group Corp 33,762$792,3910.42%
Northstar Group, Inc. 51,375$1,205,7630.34%
Endowment Wealth Management, Inc. 11,770$276,2500.30%
4J Wealth Management LLC 10,891$255,6050.30%
View complete list of ISHARES TR shareholders