Prestige Wealth Management Group LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.4%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,423
-3.7%
3430.0%0.01%0.0%
Q2 2023$38,862
-3.3%
3430.0%0.01%
-10.0%
Q1 2023$40,193
-2.8%
3430.0%0.01%
-9.1%
Q4 2022$41,366
+11.8%
3430.0%0.01%
+10.0%
Q3 2022$37,000
-7.5%
3430.0%0.01%
-9.1%
Q2 2022$40,000
+8.1%
343
+17.9%
0.01%
+22.2%
Q1 2022$37,000
-5.1%
291
-7.9%
0.01%0.0%
Q4 2021$39,000
+8.3%
3160.0%0.01%0.0%
Q3 2021$36,000
+260.0%
316
+276.2%
0.01%
+200.0%
Q1 2021$10,000
+25.0%
84
+1.2%
0.00%
+50.0%
Q4 2020$8,000
+14.3%
830.0%0.00%0.0%
Q3 2020$7,0000.0%83
+1.2%
0.00%0.0%
Q2 2020$7,000
-46.2%
82
-54.7%
0.00%
-60.0%
Q1 2020$13,000
-18.8%
181
+16.8%
0.01%
-44.4%
Q4 2019$16,000
+60.0%
155
+55.0%
0.01%
+50.0%
Q3 2019$10,0000.0%1000.0%0.01%0.0%
Q2 2019$10,000
-69.7%
100
-70.3%
0.01%
-70.0%
Q1 2019$33,000
+6.5%
337
-3.7%
0.02%
-13.0%
Q4 2018$31,0003500.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Northside Capital Management, LLC 961,080$76,310,00054.73%
GRAY FINANCIAL GROUP /GA /ADV /ADV 1,008,487$80,074,00027.52%
EXCELSIA, INC. 83,018$6,592,00015.39%
FIDUCIARY TRUST INTERNATIONAL LLC 562,088$44,630,00012.69%
Longer Investments Inc. 136,195$10,814,0008.01%
WADE G W & INC 365,872$29,050,0007.61%
MONETA GROUP INVESTMENT ADVISORS LLC 161,648$12,835,0006.18%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 562,988$44,701,0006.12%
Mader & Shannon Wealth Management, Inc. 112,736$8,951,0006.03%
Stelac Advisory Services LLC 261,990$20,433,0005.98%
View complete list of ISHARES TR shareholders