AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 332 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$573,650
+3.8%
12,203
+8.7%
0.00%0.0%
Q2 2023$552,553
-60.7%
11,226
-57.6%
0.00%
-81.2%
Q4 2020$1,405,000
+20.7%
26,488
+4.6%
0.02%
-5.9%
Q3 2020$1,164,000
+4.7%
25,321
-1.6%
0.02%0.0%
Q2 2020$1,112,000
+27.4%
25,722
+10.9%
0.02%
-15.0%
Q1 2020$873,000
-13.0%
23,184
+13.5%
0.02%
-9.1%
Q4 2019$1,003,000
+19.0%
20,424
+11.6%
0.02%
-8.3%
Q3 2019$843,000
-31.1%
18,309
-30.1%
0.02%
-35.1%
Q2 2019$1,224,000
+444.0%
26,185
+388.9%
0.04%
-5.1%
Q4 2018$225,000
+5.6%
5,356
+19.8%
0.04%
+225.0%
Q3 2018$213,000
-23.9%
4,471
-24.6%
0.01%
-36.8%
Q2 2018$280,000
-13.6%
5,928
-9.0%
0.02%
-24.0%
Q1 2018$324,000
-9.5%
6,511
-9.2%
0.02%
-21.9%
Q4 2017$358,000
+2.6%
7,173
-0.6%
0.03%0.0%
Q3 2017$349,000
-0.9%
7,218
-6.6%
0.03%
-23.8%
Q2 2017$352,000
+10.0%
7,725
+5.2%
0.04%
-28.8%
Q1 2017$320,0007,3400.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
TLWM 787,385$37,014,9449.81%
GERMAN AMERICAN BANCORP, INC. 1,413,692$66,457,6609.67%
Johnson Financial Group, Inc. 1,845,464$86,755,2406.03%
Sageworth Trust Co 1,662,698$78,163,4335.74%
Sageworth Trust Co of South Dakota 54,529$2,563,4085.65%
SYNTAX RESEARCH, INC. 147,938$6,954,5885.63%
Financial Services Advisory Inc 147,495$6,933,7403.39%
Dentgroup LLC 93,256$4,383,9583.23%
CMH Wealth Management LLC 241,485$11,352,2103.17%
Cassia Capital Partners, LLC 67,667$3,184,2612.61%
View complete list of ISHARES TR shareholders