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 ↓
Wharton Business Group, LLC 305,905$8,072,0000.55%
Wealthcare Advisory Partners LLC 175,867$4,641,0000.26%
TCG Advisory Services, LLC 24,545$648,0000.20%
Mayflower Financial Advisors, LLC 23,353$616,0000.10%
Opes Wealth Management LLC 7,595$200,0000.08%
Apollon Wealth Management, LLC 30,560$806,0000.07%
L. Roy Papp & Associates, LLP 16,230$428,0000.06%
Stonehage Fleming Financial Services Holdings Ltd 30,000$791,0000.06%
BAKER TILLY WEALTH MANAGEMENT, LLC 16,020$423,0000.06%
Westside Investment Management, Inc. 1,050$21,212,0000.05%
View complete list of ISHARES TR shareholders