AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 94 filers reported holding ISHARES TR in Q3 2019. 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 Q3 2019
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 248,601$5,578,606,0001.58%
MARYLAND CAPITAL ADVISORS INC. 50,936$1,143,0001.21%
CASTLE WEALTH MANAGEMENT LLC 83,835$1,881,0001.09%
Old Port Advisors 125,108$2,756,0001.07%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 580,769$13,032,0000.97%
Upper Left Wealth Management, LLC 27,896$626,0000.72%
Family Firm, Inc. 85,515$1,919,0000.56%
AGILIS PARTNERS LLC 40,333$905,0000.56%
COURIER CAPITAL LLC 121,973$2,737,0000.32%
TBH Global Asset Management, LLC 22,658$508,0000.12%
View complete list of ISHARES TR shareholders