AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 116 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,811,659
-12.3%
15,075
-5.8%
0.02%
-10.5%
Q2 2023$3,204,476
+5.9%
15,999
+5.4%
0.02%0.0%
Q1 2023$3,025,016
-14.3%
15,184
-12.8%
0.02%
-26.9%
Q4 2022$3,529,805
-35.1%
17,407
-42.4%
0.03%
-39.5%
Q3 2022$5,435,000
-6.6%
30,225
+1.3%
0.04%
-8.5%
Q2 2022$5,816,000
-14.4%
29,833
-12.1%
0.05%0.0%
Q1 2022$6,798,000
+606.7%
33,923
+426.9%
0.05%
+235.7%
Q3 2020$962,000
+199.7%
6,438
+153.4%
0.01%
+55.6%
Q3 2019$321,000
-91.4%
2,541
-91.7%
0.01%
-92.0%
Q2 2019$3,737,00030,7620.11%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders