RIA Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 671 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.

Quarter-by-quarter ownership
RIA Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$253,939
+21.8%
847
-0.5%
0.10%
+10.8%
Q3 2023$208,460
-4.2%
851
-0.5%
0.09%
-1.1%
Q2 2023$217,581
-1.9%
855
-9.1%
0.09%
-7.8%
Q1 2023$221,6999410.10%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
TLWM 205,975$54,038,00018.84%
Georgetown University 236,989$62,179,00015.86%
Family Firm, Inc. 223,836$58,728,00015.39%
PITCAIRN CO 656,312$172,197,00015.00%
AlphaCore Capital LLC 140,122$36,764,00014.27%
SCS Capital Management LLC 2,333,855$612,334,00014.05%
Wind River Trust Co 127,517$33,457,00013.39%
Wealthstream Advisors, Inc. 57,385$15,056,00013.17%
Evensky & Katz LLC 444,876$116,722,00011.54%
Wealth CMT 79,116$20,758,00010.59%
View complete list of ISHARES TR shareholders