AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 189 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 2.98 and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$6,455,572
-7.8%
54,049
-3.0%
0.06%
-17.7%
Q1 2024$7,001,817
-18.7%
55,698
-26.0%
0.08%
+79.5%
Q4 2023$8,611,099
+236.4%
75,298
+196.8%
0.04%
+193.3%
Q3 2023$2,559,506
-8.0%
25,369
-3.3%
0.02%
-11.8%
Q2 2023$2,780,903
-57.6%
26,225
-60.0%
0.02%
-59.5%
Q1 2023$6,562,528
+8.4%
65,520
+4.4%
0.04%
-4.5%
Q4 2022$6,054,572
+87.2%
62,768
+62.6%
0.04%
+69.2%
Q3 2022$3,235,000
-12.7%
38,611
-8.2%
0.03%
-13.3%
Q2 2022$3,707,000
-14.5%
42,065
+2.3%
0.03%0.0%
Q1 2022$4,335,000
+139.4%
41,116
+156.0%
0.03%
+130.8%
Q4 2021$1,811,000
+9.4%
16,063
+4.0%
0.01%
-7.1%
Q3 2021$1,655,000
+16.8%
15,447
+21.1%
0.01%
+16.7%
Q2 2021$1,417,000
+31.4%
12,751
+25.0%
0.01%
+9.1%
Q1 2021$1,078,000
-16.7%
10,202
-23.4%
0.01%
-26.7%
Q4 2020$1,294,000
+32.2%
13,322
+127.4%
0.02%
+7.1%
Q3 2020$979,000
+207.9%
5,859
+192.5%
0.01%
+55.6%
Q3 2019$318,000
-92.2%
2,003
-92.2%
0.01%
-92.7%
Q2 2019$4,085,00025,8130.12%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
First Citizens Financial Corp 41,704$4,422,2923.00%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,3342.11%
Modus Advisors, LLC 43,399$4,602,0151.98%
EUDAIMONIA ADVISORS LLC 22,086$2,341,9821.57%
SOUTHERN CAPITAL ADVISORS, LLC 18,500$1,961,7811.50%
Rainsberger Wealth Advisors, Inc. 19,079$2,023,1751.22%
PLANNING DIRECTIONS INC 11,082$1,1750.86%
Royal Fund Management, LLC 63,678$6,752,4730.84%
WEALTH ADVISORS, INC. 16,356$1,764,4850.75%
Bray Capital Advisors 20,824$2,208,1770.66%
View complete list of ISHARES TR shareholders