AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 451 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.60 and the average weighting 0.5%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,071,384
+91.5%
264,382
+97.2%
0.15%
+89.9%
Q2 2023$13,092,850
-15.2%
134,093
-22.9%
0.08%
-20.2%
Q1 2023$15,442,856
+67.8%
173,965
+54.1%
0.10%
+47.8%
Q4 2022$9,201,027
+8.9%
112,868
+7.1%
0.07%0.0%
Q3 2022$8,448,000
-6.5%
105,369
-2.4%
0.07%
-6.9%
Q2 2022$9,033,000
-26.2%
107,917
-6.9%
0.07%
-14.3%
Q1 2022$12,248,000
-6.1%
115,922
+2.8%
0.08%
-7.7%
Q4 2021$13,042,000
-77.6%
112,777
-80.2%
0.09%
-81.0%
Q3 2021$58,209,000
+477.2%
568,391
+469.1%
0.48%
+445.5%
Q2 2021$10,085,000
-77.1%
99,871
-79.4%
0.09%
-80.2%
Q1 2021$44,008,000
+141.7%
484,723
+136.1%
0.44%
+114.5%
Q4 2020$18,209,000
+139.2%
205,315
+115.7%
0.21%
+89.9%
Q3 2020$7,613,000
-53.3%
95,181
-58.0%
0.11%
-56.7%
Q2 2020$16,301,000
+217.2%
226,777
+151.9%
0.25%
+113.6%
Q1 2020$5,139,000
+64.0%
90,022
+94.3%
0.12%
+73.5%
Q4 2019$3,134,000
+679.6%
46,330
+625.4%
0.07%
+466.7%
Q3 2019$402,000
+29.7%
6,387
+29.3%
0.01%
+33.3%
Q2 2019$310,0004,9400.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders