Prestige Wealth Management Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,505,986
-15.7%
51,548
-2.0%
0.62%
-12.2%
Q2 2023$2,971,244
+3.8%
52,626
-0.7%
0.70%
-2.1%
Q1 2023$2,861,941
+1.1%
53,019
-1.6%
0.72%
-2.6%
Q4 2022$2,831,710
+10.5%
53,866
-0.8%
0.74%
+2.5%
Q3 2022$2,563,000
-5.2%
54,321
+1.3%
0.72%
-1.8%
Q2 2022$2,704,000
-13.2%
53,605
+4.9%
0.73%
-4.4%
Q1 2022$3,115,000
-17.2%
51,101
-10.5%
0.77%
-14.7%
Q4 2021$3,761,000
-0.1%
57,110
-4.7%
0.90%
-6.6%
Q3 2021$3,764,000
+29.3%
59,955
+643.7%
0.96%
+24.6%
Q2 2021$2,911,000
+8.5%
8,062
-0.7%
0.77%
+5.3%
Q1 2021$2,683,000
+7.2%
8,120
+6.2%
0.73%
+7.0%
Q4 2020$2,502,000
+58.5%
7,644
+45.0%
0.69%
+43.8%
Q3 2020$1,579,000
+1261.2%
5,270
+993.4%
0.48%
+581.4%
Q2 2019$116,0004820.07%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 31,099$3,461,0005.25%
XPONANCE, INC. 109,780$12,568,0004.86%
Brookstone Capital Management 157,277$17,503,0003.17%
Clal Insurance Enterprises Holdings Ltd 1,052,215$117,273,0003.04%
BTR CAPITAL MANAGEMENT INC 68,084$7,577,0001.81%
LUCAS CAPITAL MANAGEMENT 26,724$2,974,0001.72%
EXENCIAL WEALTH ADVISORS, LLC 20,896$2,326,0001.14%
Janney Capital Management LLC 193,467$21,531,0000.98%
Wharton Business Group, LLC 84,781$9,435,0000.93%
Baker Avenue Asset Management, LP 44,375$4,938,0000.87%
View complete list of ISHARES TR shareholders