RIA Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 136 filers reported holding ISHARES TR in Q3 2023. 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$1,138,355
-5.1%
43,649
-4.2%
0.51%
-1.2%
Q2 2023$1,200,111
+1.3%
45,571
+2.4%
0.52%
-5.3%
Q1 2023$1,184,270
+15.2%
44,504
+10.2%
0.54%
-8.6%
Q4 2022$1,028,14340,3930.60%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BLUE SQUARE ASSET MANAGEMENT, LLC 35,453$944,0002.03%
Gateway Advisory, LLC 172,493$4,593,0001.96%
Praetorian Wealth Management, Inc. 199,393$5,309,0001.95%
Virginia National Bank 27,802$740,0001.16%
SONATA CAPITAL GROUP INC 62,460$1,663,0000.86%
Newman Dignan & Sheerar, Inc. 89,220$2,376,0000.81%
WJ Wealth Management, LLC 33,972$904,0000.64%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 430,507$11,464,0000.48%
First Affirmative Financial Network 15,700$418,0000.48%
Covington Investment Advisors Inc. 70,374$1,874,0000.47%
View complete list of ISHARES TR shareholders