AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 123 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$2,091,601
+1.9%
56,271
+8.5%
0.01%
+8.3%
Q2 2023$2,052,316
+5.1%
51,839
+6.7%
0.01%
-7.7%
Q1 2023$1,953,094
+16.9%
48,572
+13.8%
0.01%
+8.3%
Q4 2022$1,671,141
-0.9%
42,686
-7.3%
0.01%
-7.7%
Q3 2022$1,686,000
-13.0%
46,052
-2.9%
0.01%
-18.8%
Q2 2022$1,939,000
-20.5%
47,417
-9.7%
0.02%
-5.9%
Q1 2022$2,440,000
+19.0%
52,524
+28.8%
0.02%
+21.4%
Q4 2021$2,051,000
-2.4%
40,774
-0.4%
0.01%
-17.6%
Q3 2021$2,102,000
-1.2%
40,938
+0.5%
0.02%
-10.5%
Q2 2021$2,128,000
+24.3%
40,735
+23.6%
0.02%
+11.8%
Q1 2021$1,712,000
+52.9%
32,961
+63.8%
0.02%
+30.8%
Q4 2020$1,120,000
+35.1%
20,124
+28.4%
0.01%
+8.3%
Q3 2020$829,000
+8.2%
15,676
+4.2%
0.01%0.0%
Q2 2020$766,000
+11.8%
15,050
+8.4%
0.01%
-25.0%
Q1 2020$685,000
-86.2%
13,884
-85.9%
0.02%
-85.0%
Q4 2019$4,953,000
+728.3%
98,719
+733.1%
0.11%
+529.4%
Q3 2019$598,00011,8490.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FutureAdvisor, Inc. 115,531$11,143,0003.80%
Checchi Capital Advisers, LLC 100,554$9,732,0003.66%
STERLING INVESTMENT ADVISORS LLC /ADV 30,763$2,977,0003.07%
FCA CORP /TX 39,103$3,784,0002.17%
Family Firm, Inc. 37,746$3,653,0001.90%
Kingfisher Capital LLC 38,225$3,699,0001.90%
Garde Capital, Inc. 61,389$5,941,0001.82%
Hudock, Inc. 38,091$3,686,0001.70%
Frontier Wealth Management LLC 54,621$5,286,0001.00%
BAR HARBOR WEALTH MANAGEMENT 73,749$7,138,0000.89%
View complete list of ISHARES TR shareholders