AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,777,515
-52.9%
19,923
-49.8%
0.01%
-52.2%
Q2 2023$3,776,077
-38.7%
39,711
-39.7%
0.02%
-42.5%
Q1 2023$6,163,813
+81.8%
65,860
+77.4%
0.04%
+60.0%
Q4 2022$3,389,586
-42.5%
37,122
-48.1%
0.02%
-46.8%
Q3 2022$5,898,000
-76.2%
71,537
-74.3%
0.05%
-76.4%
Q2 2022$24,812,000
+70.5%
278,696
+96.1%
0.20%
+99.0%
Q1 2022$14,551,000
+3268.3%
142,117
+3338.6%
0.10%
+3233.3%
Q4 2021$432,000
-77.3%
4,133
-78.2%
0.00%
-81.2%
Q3 2021$1,904,000
-88.0%
18,917
-87.4%
0.02%
-88.4%
Q2 2021$15,856,000
+33.6%
150,394
+27.7%
0.14%
+15.0%
Q1 2021$11,865,000
+1507.7%
117,780
+1197.4%
0.12%
+1400.0%
Q4 2020$738,000
-46.1%
9,078
-18.8%
0.01%
-60.0%
Q3 2020$1,369,000
-8.7%
11,181
-10.2%
0.02%
-13.0%
Q2 2020$1,499,000
-23.3%
12,454
-36.3%
0.02%
-48.9%
Q1 2020$1,955,000
+193.5%
19,562
+372.5%
0.04%
+221.4%
Q4 2019$666,000
+26.6%
4,140
+18.3%
0.01%
-6.7%
Q3 2019$526,000
-40.6%
3,500
-41.2%
0.02%
-44.4%
Q2 2019$885,000
+258.3%
5,956
+218.0%
0.03%
-35.7%
Q4 2018$247,000
-46.8%
1,873
-32.7%
0.04%
+61.5%
Q3 2018$464,0002,7820.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders