PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$700,347
-0.8%
31,168
+0.0%
0.07%
+1.5%
Q2 2023$705,715
-1.8%
31,157
+0.0%
0.06%
-5.8%
Q1 2023$718,87331,1470.07%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 97,709$2,215,0001.51%
Capital Investment Advisors, LLC 1,369,081$31,036,0001.06%
H. L. Ormond & Company, LLC 22,096$501,0000.80%
BENJAMIN F. EDWARDS & COMPANY, INC. 555,708$12,597,0000.63%
4J Wealth Management LLC 17,020$386,0000.49%
W.H. Cornerstone Investments Inc. 17,868$403,0000.42%
Sargent Bickham Lagudis LLC 194,015$4,398,0000.39%
CONFLUENCE INVESTMENT MANAGEMENT LLC 688,268$15,602,0000.26%
BENJAMIN EDWARDS INC 23,513$533,0000.16%
BARRETT & COMPANY, INC. 9,174$208,3870.14%
View complete list of ISHARES TR shareholders