AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 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$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 Q3 2023
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders