Prism Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is CNYA and the CUSIP is 46434V514. A total of 51 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 83.50 and the average weighting 0.1%.

Quarter-by-quarter ownership
Prism Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$9,158,999
+1.2%
361,587
+3.7%
2.78%
+2.2%
Q1 2024$9,049,362
+60.8%
348,723
+60.0%
2.72%
+49.9%
Q4 2023$5,628,089
-25.3%
217,974
-18.3%
1.81%
-31.3%
Q3 2023$7,531,207266,7332.64%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Prism Advisors, Inc. 361,587$9,158,9992.78%
Lumbard & Kellner, LLC 222,216$5,628,7312.66%
Evolution Wealth Advisors, LLC 110,673$2,803,3370.55%
Matrix Trust Co 81,977$2,0760.47%
F&V Capital Management, LLC 19,320$4890.14%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 54,708$1,385,7420.11%
New Republic Capital, LLC 4,692$118,8440.06%
Wharton Business Group, LLC 43,675$1,1060.06%
Pictet North America Advisors SA 13,411$339,8350.04%
OLD MISSION CAPITAL LLC 60,893$1,542,4190.03%
View complete list of ISHARES TR shareholders