RIA Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 148 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$1,153,770
-4.4%
44,912
-4.2%
0.52%
-0.6%
Q2 2023$1,207,399
+1.9%
46,871
+2.3%
0.52%
-4.8%
Q1 2023$1,185,190
+14.5%
45,813
+10.0%
0.55%
-9.0%
Q4 2022$1,034,99441,6510.60%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Virginia National Bank 23,817$611,8582.79%
Praetorian Wealth Management, Inc. 208,812$5,364,3801.70%
SONATA CAPITAL GROUP INC 107,830$2,7701.48%
Newman Dignan & Sheerar, Inc. 148,687$3,819,7751.25%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 108,612$2,7901.20%
Covington Investment Advisors Inc. 212,647$5,4631.16%
Paradigm, Strategies in Wealth Management, LLC 63,501$1,631,3411.04%
Paradiem, LLC 125,678$3,228,6680.97%
4J Wealth Management LLC 36,030$925,6070.92%
SENTINEL PENSION ADVISORS INC 121,849$3,130,2910.76%
View complete list of ISHARES TR shareholders