Prestige Wealth Management Group LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 29 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,864
-2.5%
4930.0%0.00%0.0%
Q2 2023$15,249
-0.9%
4930.0%0.00%0.0%
Q1 2023$15,392
+2.3%
4930.0%0.00%0.0%
Q4 2022$15,051
-5.9%
4930.0%0.00%0.0%
Q3 2022$16,0000.0%4930.0%0.00%0.0%
Q2 2022$16,0004930.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 7,525,000$288,960,00074.02%
Spectrum Asset Management, Inc. 831,691$31,937,00049.63%
Edge Wealth Management LLC 1,298,494$49,862,00010.60%
Clarity Financial LLC 1,262,992$48,499,0009.82%
FIRST INTERSTATE BANCSYSTEM INC 1,737,065$66,704,0007.93%
Sowa Financial Group, Inc. 290,015$11,137,0007.85%
ADVISORS MANAGEMENT GROUP INC /ADV 620,704$23,835,0007.49%
Quaker Wealth Management, LLC 412,885$15,855,0007.35%
Summit Financial Wealth Advisors, LLC 659,633$25,402,0006.47%
Moser Wealth Advisors, LLC 213,476$8,197,0005.76%
View complete list of ISHARES TR shareholders