AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 729 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,509,350
-34.9%
243,131
-32.4%
0.15%
-35.3%
Q2 2023$39,158,440
+28.2%
359,681
+9.3%
0.24%
+19.3%
Q1 2023$30,553,604
+57.5%
329,206
+26.4%
0.20%
+40.7%
Q4 2022$19,393,448
+232.3%
260,350
+227.2%
0.14%
+204.3%
Q3 2022$5,837,000
-21.0%
79,558
-13.9%
0.05%
-22.0%
Q2 2022$7,391,000
-37.5%
92,447
-19.4%
0.06%
-27.2%
Q1 2022$11,825,000
-19.1%
114,763
-9.9%
0.08%
-20.6%
Q4 2021$14,618,000
+32.5%
127,311
+16.8%
0.10%
+12.1%
Q3 2021$11,034,000
+63.4%
108,970
+60.4%
0.09%
+54.2%
Q2 2021$6,751,000
+9.2%
67,918
-3.7%
0.06%
-4.8%
Q1 2021$6,183,000
-3.1%
70,505
-6.0%
0.06%
-13.9%
Q4 2020$6,382,000
+137.6%
75,009
+740.8%
0.07%
+89.5%
Q3 2020$2,686,000
+148.0%
8,921
+122.2%
0.04%
+123.5%
Q2 2020$1,083,000
+343.9%
4,014
+235.6%
0.02%
+183.3%
Q1 2020$244,000
-94.1%
1,196
-93.3%
0.01%
-93.3%
Q4 2019$4,147,000
+94.6%
17,830
+70.8%
0.09%
+45.2%
Q3 2019$2,131,000
-49.1%
10,438
-50.6%
0.06%
-50.8%
Q2 2019$4,184,00021,1410.13%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders