AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 83 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,766,153
-2.0%
40,494
-1.9%
0.02%0.0%
Q2 2023$2,821,467
+10.2%
41,263
+3.3%
0.02%
+6.2%
Q1 2023$2,559,788
+23.4%
39,959
+4.9%
0.02%
+6.7%
Q4 2022$2,073,849
-2.6%
38,080
-6.2%
0.02%
-11.8%
Q3 2022$2,130,000
+859.5%
40,612
+816.1%
0.02%
-55.3%
Q4 2018$222,000
-77.0%
4,433
-73.5%
0.04%
-28.3%
Q3 2018$967,000
+320.4%
16,702
+339.4%
0.05%
+165.0%
Q4 2017$230,0003,8010.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HC Advisors, LLC 28,995$1,774,0001.26%
CORRADO ADVISORS, LLC 28,257$1,729,0001.23%
Slow Capital, Inc. 45,462$2,781,0000.68%
Destination Wealth Management 94,801$5,800,0000.23%
TCWP LLC 17,201$1,052,0000.22%
MERIDIAN INVESTMENT COUNSEL INC. 7,500$459,0000.19%
Laidlaw Wealth Management LLC 14,996$917,0000.19%
Money Design Co.,Ltd. 33,679$2,060,0000.15%
Family Firm, Inc. 6,972$427,0000.13%
FLAGSTAR ADVISORS INC 4,934$301,0000.11%
View complete list of ISHARES TR shareholders