AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 524 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.94 and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,963,913
+22.1%
68,714
+26.7%
0.03%
+25.0%
Q2 2023$4,066,230
-1.8%
54,216
-6.4%
0.02%
-11.1%
Q1 2023$4,140,269
-12.5%
57,898
-16.4%
0.03%
-20.6%
Q4 2022$4,731,021
+153.8%
69,268
+134.2%
0.03%
+126.7%
Q3 2022$1,864,000
-17.3%
29,578
-16.4%
0.02%
-16.7%
Q2 2022$2,255,000
-62.3%
35,388
-54.3%
0.02%
-56.1%
Q1 2022$5,987,000
+228.1%
77,484
+261.9%
0.04%
+215.4%
Q4 2021$1,825,000
+316.7%
21,409
+287.3%
0.01%
+225.0%
Q3 2021$438,000
-1.4%
5,528
+0.7%
0.00%0.0%
Q2 2021$444,000
+2.3%
5,492
-0.9%
0.00%0.0%
Q1 2021$434,000
-91.4%
5,541
-92.1%
0.00%
-93.1%
Q4 2020$5,076,000
-38.3%
70,282
+104.2%
0.06%
-50.8%
Q3 2020$8,233,000
+3464.1%
34,421
+3232.1%
0.12%
+2850.0%
Q2 2020$231,000
-14.4%
1,033
-31.6%
0.00%
-33.3%
Q1 2020$270,000
-88.4%
1,511
-84.5%
0.01%
-88.0%
Q4 2019$2,323,000
+138.3%
9,757
+124.1%
0.05%
+78.6%
Q3 2019$975,000
+253.3%
4,354
+257.2%
0.03%
+250.0%
Q2 2019$276,000
-32.8%
1,219
-30.9%
0.01%
-65.2%
Q3 2018$411,000
+69.8%
1,764
+63.8%
0.02%
+43.8%
Q2 2018$242,0001,0770.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders