Prestige Wealth Management Group LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,363,090
+5080.3%
314,824
+6130.4%
5.76%
+5233.3%
Q4 2021$451,000
-10.5%
5,0530.0%0.11%
-16.3%
Q3 2021$504,000
+3.1%
5,053
+5.5%
0.13%
-0.8%
Q2 2021$489,000
-10.4%
4,791
-13.8%
0.13%
-12.8%
Q1 2021$546,000
+24.1%
5,558
+21.9%
0.15%
+23.1%
Q4 2020$440,0004,5580.12%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 65,988$5,038,8283.86%
Cornerstone Planning Group LLC 111,804$8,537,3323.37%
Adams Wealth Management 117,499$8,972,2242.80%
Friedenthal Financial 51,705$3,948,1942.64%
AIRE ADVISORS, LLC 123,238$9,415,5272.48%
HORIZON FINANCIAL SERVICES, LLC 37,253$2,844,6012.32%
360 Financial, Inc. 58,114$4,437,6082.30%
Baron Financial Group, LLC 48,290$3,687,4252.28%
Synergy Asset Management, LLC 115,101$8,789,1122.18%
Econ Financial Services Corp 38,978$2,976,3602.10%
View complete list of ISHARES TR shareholders