PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$27,611
+0.4%
1,283
+1.8%
0.00%0.0%
Q2 2023$27,511
+1.0%
1,260
+1.7%
0.00%0.0%
Q1 2023$27,2331,2390.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Straight Path Wealth Management 15,670$344,4270.27%
WRAPMANAGER INC 22,704$499,0340.15%
Ironwood Financial, llc 16,677$366,5600.10%
THOROUGHBRED FINANCIAL SERVICES, LLC 29,090$6390.09%
BBJS FINANCIAL ADVISORS, LLC 10,303$226,4620.09%
Robertson Stephens Wealth Management, LLC 52,525$1,154,5000.09%
FLOW TRADERS U.S. LLC 54,582$1,2000.05%
IFP Advisors, Inc 20,689$517,5100.02%
OSAIC HOLDINGS, INC. 192,666$4,234,6150.01%
Bradley & Co. Private Wealth Management, LLC 315$6,9240.01%
View complete list of ISHARES TR shareholders