AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 61 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
Upper Left Wealth Management, LLC 66,657$1,403,7961.66%
Chandler Asset Management, Inc. 264,322$5,0331.45%
Old Port Advisors 119,752$2,521,9780.95%
MARYLAND CAPITAL ADVISORS INC. 47,333$996,8330.93%
Running Point Capital Advisors, LLC 56,104$1,181,5500.73%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 373,695$7,870,0190.56%
Family Firm, Inc. 89,319$1,881,0530.55%
AWM CAPITAL, LLC 70,208$1,478,5800.50%
AGILIS PARTNERS LLC 46,385$9770.45%
Financial Alternatives, Inc 17,124$360,6310.36%
View complete list of ISHARES TR shareholders