AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
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 2020
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders