Prestige Wealth Management Group LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 421 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$29,051
+0.1%
2200.0%0.01%0.0%
Q1 2024$29,025
+4.2%
2200.0%0.01%0.0%
Q4 2023$27,852
+19.2%
2200.0%0.01%0.0%
Q3 2023$23,363
-9.0%
2200.0%0.01%0.0%
Q2 2023$25,668
+1.4%
2200.0%0.01%0.0%
Q1 2023$25,318
+2.9%
2200.0%0.01%0.0%
Q4 2022$24,609
+23.0%
2200.0%0.01%0.0%
Q3 2022$20,000
-9.1%
2200.0%0.01%0.0%
Q2 2022$22,000
-8.3%
2200.0%0.01%0.0%
Q1 2022$24,000
+4.3%
2200.0%0.01%
+20.0%
Q4 2021$23,0000.0%2200.0%0.01%
-16.7%
Q3 2021$23,000
-4.2%
2200.0%0.01%0.0%
Q2 2021$24,000
+4.3%
2200.0%0.01%0.0%
Q1 2021$23,000
+9.5%
2200.0%0.01%0.0%
Q4 2020$21,000
+23.5%
220
+100.0%
0.01%
+20.0%
Q3 2020$17,000
-19.0%
110
-15.4%
0.01%
-28.6%
Q2 2020$21,000
+10.5%
1300.0%0.01%
-12.5%
Q1 2020$19,000
-40.6%
130
-10.3%
0.01%
-55.6%
Q4 2019$32,000
+28.0%
145
+31.8%
0.02%
+20.0%
Q3 2019$25,000
+4.2%
1100.0%0.02%0.0%
Q2 2019$24,000
+9.1%
1100.0%0.02%
+7.1%
Q1 2019$22,000
+15.8%
1100.0%0.01%0.0%
Q4 2018$19,0001100.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders