PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$54,443
-2.5%
2,4860.0%0.01%0.0%
Q2 2023$55,811
-1.9%
2,4860.0%0.01%0.0%
Q1 2023$56,880
+3.2%
2,4860.0%0.01%
-16.7%
Q4 2022$55,1152,4860.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 167,905$4,491,0004.23%
Signature Wealth Management Group 50,863$1,360,0001.04%
Andesa Financial Management Inc. 16,205$432,0000.38%
NAVELLIER & ASSOCIATES INC 24,300$650,0000.15%
BENJAMIN EDWARDS INC 4,258$114,0000.10%
ARROW FINANCIAL CORP 15,219$407,0000.09%
Sandy Spring Bank 39,520$1,057,0000.08%
Northwest Bancshares, Inc. 8,756$234,0000.06%
First National Bank of South Miami 2,024$54,0000.06%
Retirement Group, LLC 3,201$86,0000.05%
View complete list of ISHARES TR shareholders