AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 96 filers reported holding ISHARES TR in Q2 2018. 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 2022$425,000
+85.6%
22,329
+119.3%
0.00%
+50.0%
Q2 2022$229,000
-14.9%
10,183
+2.9%
0.00%0.0%
Q1 2022$269,000
+0.7%
9,897
+5.7%
0.00%0.0%
Q4 2021$267,000
-45.4%
9,366
-42.2%
0.00%
-81.8%
Q4 2019$489,000
+93.3%
16,203
+89.9%
0.01%
+57.1%
Q3 2019$253,000
+10.5%
8,531
+10.9%
0.01%
-61.1%
Q1 2018$229,0007,6940.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Upper Left Wealth Management, LLC 66,199$1,255,7961.31%
Old Port Advisors 132,086$2,505,6810.91%
MARYLAND CAPITAL ADVISORS INC. 46,220$876,7990.67%
Running Point Capital Advisors, LLC 55,963$1,061,6180.62%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 378,034$7,171,3110.54%
Family Firm, Inc. 96,626$1,832,9930.52%
AWM CAPITAL, LLC 109,164$2,070,8470.42%
AGILIS PARTNERS LLC 46,726$8860.32%
Financial Alternatives, Inc 16,724$317,2630.29%
COURIER CAPITAL LLC 144,453$2,740,2730.23%
View complete list of ISHARES TR shareholders