PHILLIPS FINANCIAL MANAGEMENT, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,279,862
+3.9%
51,566
+3.9%
0.12%
+6.1%
Q2 2023$1,231,903
+7.3%
49,653
+7.3%
0.11%
+2.7%
Q1 2023$1,148,331
+357.9%
46,285
+355.9%
0.11%
+326.9%
Q4 2022$250,77910,1530.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Arlington Trust Co LLC 2,735,336$67,891,04027.87%
Arlington Partners LLC 2,735,336$67,891,04027.87%
Kerntke Otto McGlone Wealth Management Group 470,100$11,667,88812.03%
Campbell Wealth Management 2,304,679$57,2026.96%
Trinity Wealth Management, LLC 384,434$9,541,6525.92%
Day & Ennis, LLC 563,026$13,974,3135.21%
Michael S. Ryan, Inc. 202,482$5,023,5694.79%
Keeler Thomas Management LLC 485,810$12,058,7714.46%
MV CAPITAL MANAGEMENT, INC. 1,034,880$25,685,7313.43%
Denver PWM, LLC 318,156$7,863,2143.29%
View complete list of ISHARES TR shareholders