AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,304,451
+12.7%
9,858
+20.4%
0.01%
+16.7%
Q2 2023$2,045,051
+4.7%
8,186
-4.5%
0.01%
-7.7%
Q1 2023$1,952,577
+2.3%
8,570
-4.1%
0.01%
-7.1%
Q4 2022$1,908,186
+1.0%
8,936
-7.0%
0.01%
-6.7%
Q3 2022$1,889,000
-9.9%
9,612
-2.4%
0.02%
-11.8%
Q2 2022$2,097,000
-36.9%
9,849
-20.0%
0.02%
-26.1%
Q1 2022$3,322,000
+44.0%
12,308
+47.5%
0.02%
+43.8%
Q4 2021$2,307,000
+228.2%
8,343
+188.5%
0.02%
+166.7%
Q3 2021$703,000
-78.9%
2,892
-77.4%
0.01%
-79.3%
Q2 2021$3,327,000
+71.7%
12,797
+70.1%
0.03%
+45.0%
Q1 2021$1,938,000
+4.1%
7,524
-10.9%
0.02%
-4.8%
Q4 2020$1,862,000
+28.3%
8,444
+15.8%
0.02%0.0%
Q3 2020$1,451,000
+315.8%
7,292
+239.5%
0.02%
+320.0%
Q2 2020$349,0002,1480.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders