PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 130 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,024
-0.4%
1,191
+0.9%
0.00%0.0%
Q2 2023$26,131
-1.4%
1,180
+0.9%
0.00%
-33.3%
Q1 2023$26,4901,1690.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
FinTrust Capital Advisors, LLC 450,022$10,010,9272.42%
Royal Harbor Partners, LLC 107,468$2,390,6691.48%
CONFLUENCE INVESTMENT MANAGEMENT LLC 1,399,777$31,1390.46%
Krilogy Financial LLC 194,633$4,329,6890.41%
Granite Harbor Advisors, Inc. 9,554$212,5330.22%
Denver PWM, LLC 20,242$450,2910.21%
JDM Financial Group LLC 6,226$138,5000.13%
FLOW TRADERS U.S. LLC 111,652$2,4840.12%
Parcion Private Wealth LLC 46,158$1,026,8070.11%
Resonant Capital Advisors, LLC 21,936$487,9750.06%
View complete list of ISHARES TR shareholders