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 108,896$2,473,5731.53%
Capital Investment Advisors, LLC 1,469,885$33,3881.01%
Denver PWM, LLC 56,653$1,286,8760.61%
4J Wealth Management LLC 20,012$454,5750.53%
Krilogy Financial LLC 190,517$4,327,5940.41%
Sargent Bickham Lagudis LLC 213,810$4,856,6810.40%
W.H. Cornerstone Investments Inc. 17,539$403,9330.38%
Conrad Siegel Investment Advisors, Inc. 13,415$304,7220.30%
CONFLUENCE INVESTMENT MANAGEMENT LLC 892,501$20,2730.30%
COUNTRY CLUB BANK /GFN 118,080$2,682,1870.23%
View complete list of ISHARES TR shareholders