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 ↓
Cassia Capital Partners, LLC 668,282$16,553,00015.16%
IFG Advisory, LLC 1,355,716$33,581,0003.05%
STUDIO INVESTMENT MANAGEMENT LLC 311,040$7,704,461,0002.77%
Reliant Wealth Planning 259,709$6,432,0002.73%
Richard P Slaughter Associates Inc 254,059$6,293,0002.63%
Campbell Wealth Management 573,542$14,207,0002.05%
SUMMITRY LLC 1,086,953$26,924,0002.03%
Safeguard Financial, LLC 78,270$1,939,0001.80%
OLD SECOND NATIONAL BANK OF AURORA 216,064$5,352,0001.65%
Royal Harbor Partners, LLC 90,477$2,241,0001.53%
View complete list of ISHARES TR shareholders