Prism Advisors, Inc. - ISHARES TR ownership

Quarter-by-quarter ownership
Prism Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,531,207266,7332.64%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Evolution Wealth Advisors, LLC 356,785$13,166,0002.70%
BRANDYWINE OAK PRIVATE WEALTH LLC 134,184$4,952,0000.57%
H&H Retirement Design & Management INC 20,553$758,0000.52%
SPINNAKER TRUST 175,982$6,494,0000.44%
CHANNING GLOBAL ADVISORS, LLC 11,370$420,0000.41%
Wharton Business Group, LLC 122,075$4,505,0000.27%
F&V Capital Management, LLC 16,185$597,0000.18%
State of New Jersey Common Pension Fund D 1,506,073$55,574,0000.18%
Emerald Advisors, LLC 17,832$658,0000.16%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 69,061$2,548,0000.11%
View complete list of ISHARES TR shareholders