AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 224 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.89 and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$990,300
-32.3%
13,246
-32.4%
0.01%
-33.3%
Q2 2023$1,462,962
-71.5%
19,608
-72.8%
0.01%
-72.7%
Q1 2023$5,131,287
+18.3%
72,129
+25.5%
0.03%
+6.5%
Q4 2022$4,338,283
+192.3%
57,484
+161.7%
0.03%
+158.3%
Q3 2022$1,484,000
-3.5%
21,968
-0.1%
0.01%0.0%
Q2 2022$1,538,000
-38.2%
21,980
-25.4%
0.01%
-29.4%
Q1 2022$2,490,000
-30.0%
29,454
-28.2%
0.02%
-32.0%
Q4 2021$3,558,000
+247.1%
41,043
+230.5%
0.02%
+212.5%
Q3 2021$1,025,000
-80.1%
12,418
-80.5%
0.01%
-82.2%
Q2 2021$5,161,000
+19.6%
63,674
+10.5%
0.04%
+2.3%
Q1 2021$4,316,000
+779.0%
57,640
+684.1%
0.04%
+633.3%
Q4 2020$491,000
+38.3%
7,351
+135.3%
0.01%
+20.0%
Q3 2020$355,000
+3.5%
3,124
+0.2%
0.01%0.0%
Q2 2020$343,000
+8.5%
3,118
-4.2%
0.01%
-28.6%
Q1 2020$316,000
-41.4%
3,253
-16.8%
0.01%
-41.7%
Q4 2019$539,000
-24.0%
3,912
-28.9%
0.01%
-40.0%
Q3 2019$709,000
-83.0%
5,504
-83.4%
0.02%
-84.0%
Q2 2019$4,163,000
+1441.9%
33,147
+1349.4%
0.12%
+557.9%
Q1 2019$270,000
-14.0%
2,287
-11.6%
0.02%
+11.8%
Q3 2018$314,000
-1.3%
2,588
-4.5%
0.02%
-22.7%
Q2 2018$318,000
-21.1%
2,710
-20.7%
0.02%
-29.0%
Q1 2018$403,000
-3.6%
3,419
-2.4%
0.03%
-16.2%
Q4 2017$418,000
+10.6%
3,504
+4.0%
0.04%
+5.7%
Q3 2017$378,000
-6.2%
3,370
-10.2%
0.04%
-27.1%
Q2 2017$403,000
+14.8%
3,752
+11.3%
0.05%
-26.2%
Q1 2017$351,0003,3710.06%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders