PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$855
-12.8%
420.0%0.00%
Q2 2023$981
-97.4%
42
-97.4%
0.00%
-100.0%
Q1 2023$37,395
-7.5%
1,6070.0%0.00%0.0%
Q4 2022$40,448
-3.7%
1,6070.0%0.00%
-20.0%
Q3 2022$42,0001,6070.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 249,432$9,471,0004.50%
Sandell Asset Management Corp. 35,000$1,329,0000.53%
TCG Advisors, LP 7,374$280,0000.16%
Archer Investment Corp 7,000$265,790,0000.15%
Wharton Business Group, LLC 17,950$682,0000.07%
Dynamic Advisor Solutions LLC 8,985$341,0000.05%
IHT Wealth Management, LLC 7,613$289,0000.04%
Sowell Financial Services LLC 16,231$616,0000.03%
JAMES INVESTMENT RESEARCH INC 5,627$214,0000.02%
THRIVENT FINANCIAL FOR LUTHERANS 233,647$6,278,0000.02%
View complete list of ISHARES TR shareholders