AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. 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$3,555,920
+78.7%
53,113
+90.0%
0.02%
+75.0%
Q2 2023$1,989,503
+517.9%
27,955
+404.5%
0.01%
+300.0%
Q3 2022$322,000
-93.4%
5,541
-90.5%
0.00%
-91.2%
Q4 2021$4,910,000
+117.5%
58,451
+100.2%
0.03%
+78.9%
Q3 2021$2,257,000
-16.9%
29,195
-16.6%
0.02%
-20.8%
Q2 2021$2,716,000
+26.5%
34,997
+22.0%
0.02%
+9.1%
Q1 2021$2,147,000
+0.2%
28,695
-5.6%
0.02%
-8.3%
Q4 2020$2,142,000
+32.8%
30,384
+370.9%
0.02%
+4.3%
Q3 2020$1,613,000
+14.8%
6,453
+0.6%
0.02%
+4.5%
Q2 2020$1,405,000
+278.7%
6,415
+294.3%
0.02%
+175.0%
Q4 2019$371,000
-19.7%
1,627
-23.4%
0.01%
-38.5%
Q3 2019$462,000
-88.5%
2,123
-88.5%
0.01%
-89.3%
Q2 2019$4,018,000
+1662.3%
18,457
+1361.4%
0.12%
+210.3%
Q4 2018$228,000
+8.1%
1,263
+26.6%
0.04%
+225.0%
Q3 2018$211,0009980.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 61,069$4,088,5702.88%
COTTONWOOD CAPITAL ADVISORS, LLC 34,261$2,293,8042.14%
Stonebridge Financial Planning Group, LLC 35,442$2,372,8601.52%
SOUTHERN CAPITAL ADVISORS, LLC 24,511$1,640,9861.36%
GARRISON POINT ADVISORS, LLC 15,060$1,008,2670.78%
New Legacy Group, LLC 4,200$281,1940.77%
WESPAC Advisors SoCal, LLC 25,451$1,703,9440.58%
PGIM Custom Harvest LLC 215,600$14,434,4200.53%
RPg Family Wealth Advisory, LLC 19,244$1,290,8020.53%
Stillwater Capital Advisors, LLC 36,580$2,449,0310.45%
View complete list of ISHARES TR shareholders