PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is TECB and the CUSIP is 46436E502. A total of 54 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,823
+5.3%
560.0%0.00%
Q1 2024$2,681
+11.5%
560.0%0.00%
Q4 2023$2,404
+17.4%
560.0%0.00%
Q3 2023$2,047
-3.4%
560.0%0.00%
Q2 2023$2,119
-97.5%
56
-97.8%
0.00%
-100.0%
Q1 2023$86,099
+21.6%
2,5910.0%0.01%
+14.3%
Q4 2022$70,7852,5910.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 6,096,896$222,981,8320.59%
Consolidated Planning Corp 39,966$1,460,7570.32%
SHEETS SMITH WEALTH MANAGEMENT 57,244$2,092,2800.32%
Austin Wealth Management, LLC 22,793$911,5130.28%
BRASADA CAPITAL MANAGEMENT, LP 12,330$460,9950.11%
Sigma Planning Corp 41,528$1,517,8580.06%
Avestar Capital, LLC 8,921$326,2700.05%
Stratos Wealth Advisors, LLC 13,221$483,2320.03%
Ancora Advisors LLC 12,973$474,1630.01%
Tower Research Capital LLC (TRC) 7,360$269,0080.01%
View complete list of ISHARES TR shareholders