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 ↓
CALTON & ASSOCIATES, INC. 110,245$2,733,0000.52%
VALLEY NATIONAL ADVISERS INC 78,663$1,950,0000.36%
Bradley & Co. Private Wealth Management, LLC 12,132$301,0000.26%
Peloton Wealth Strategists 20,000$496,0000.20%
CHILDRESS CAPITAL ADVISORS, LLC 16,907$419,0000.19%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$397,0000.18%
Bellecapital International Ltd. 21,251$527,0000.16%
Northstar Group, Inc. 22,429$556,0000.15%
Timber Creek Capital Management LLC 18,106$448,0000.14%
FLOW TRADERS U.S. LLC 90,778$2,250,0000.11%
View complete list of ISHARES TR shareholders