Prestige Wealth Management Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.1%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,315
-4.6%
1500.0%0.00%0.0%
Q1 2023$3,474
+3.3%
1500.0%0.00%0.0%
Q4 2022$3,364
+12.1%
1500.0%0.00%0.0%
Q3 2022$3,000
-25.0%
1500.0%0.00%0.0%
Q2 2022$4,0000.0%1500.0%0.00%0.0%
Q1 2022$4,000
-20.0%
1500.0%0.00%0.0%
Q4 2021$5,0000.0%1500.0%0.00%0.0%
Q3 2021$5,0000.0%1500.0%0.00%0.0%
Q2 2021$5,0000.0%1500.0%0.00%0.0%
Q1 2021$5,0000.0%1500.0%0.00%0.0%
Q4 2020$5,000
+25.0%
1500.0%0.00%0.0%
Q3 2020$4,0000.0%1500.0%0.00%0.0%
Q2 2020$4,0000.0%1500.0%0.00%
-50.0%
Q1 2020$4,0000.0%1500.0%0.00%0.0%
Q4 2019$4,0000.0%1500.0%0.00%0.0%
Q3 2019$4,0000.0%1500.0%0.00%0.0%
Q2 2019$4,0000.0%1500.0%0.00%0.0%
Q1 2019$4,0000.0%1500.0%0.00%
-33.3%
Q4 2018$4,0001500.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
United Asset Strategies, Inc. 95,185$2,830,0001.94%
TOTH FINANCIAL ADVISORY CORP 97,586$2,901,0001.23%
OLD SECOND NATIONAL BANK OF AURORA 93,433$2,778,0001.14%
CINQUE PARTNERS LLC 63,058$1,875,0000.96%
CHEMUNG CANAL TRUST CO 88,487$2,631,0000.54%
MONROE BANK & TRUST/MI 45,971$1,367,0000.53%
Patriot Wealth Management, Inc. 61,381$1,825,0000.50%
Advisors Preferred, LLC 29,840$887,0000.49%
MASSMUTUAL TRUST CO FSB/ADV 14,190$421,869,0000.39%
WASHINGTON TRUST BANK 0$201,0000.36%
View complete list of ISHARES TR shareholders