RIA Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 262 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
RIA Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$970,604
+0.7%
15,315
+5.4%
0.44%
+4.8%
Q2 2023$963,763
+18.7%
14,528
+13.8%
0.42%
+11.0%
Q1 2023$811,856
+6.2%
12,767
-0.2%
0.37%
-15.6%
Q4 2022$764,28012,7920.44%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 84,131$5,800,0004.16%
Sweet Financial Partners, LLC 173,692$11,974,0003.21%
Fort Henry Capital, LLC 49,861$3,437,0002.97%
NORTHWEST WEALTH MANAGEMENT, LLC 87,063$6,002,0002.94%
Archvest Wealth Advisors, Inc. 30,980$2,136,0001.93%
Syverson Strege & Co 21,589$1,488,0001.62%
Weaver Consulting Group 40,258$2,775,0001.35%
PATTON ALBERTSON MILLER GROUP, LLC 112,235$7,737,0001.33%
Legacy Financial Group LLC 46,513$3,207,0000.94%
LBMC INVESTMENT ADVISORS, LLC 149,030$10,274,0000.91%
View complete list of ISHARES TR shareholders