AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$73,923,833
-5.0%
1,537,837
-1.0%
0.44%
-5.6%
Q2 2023$77,838,716
+8.6%
1,553,977
+9.9%
0.47%
+1.5%
Q1 2023$71,643,109
-0.1%
1,414,195
-3.2%
0.46%
-11.2%
Q4 2022$71,746,389
-4.4%
1,460,932
-6.4%
0.52%
-12.8%
Q3 2022$75,023,000
-14.8%
1,561,360
-9.6%
0.60%
-15.5%
Q2 2022$88,009,000
-21.5%
1,726,681
-15.2%
0.70%
-8.5%
Q1 2022$112,108,000
-10.9%
2,036,851
-3.3%
0.77%
-12.4%
Q4 2021$125,883,000
+0.0%
2,107,184
+0.7%
0.88%
-15.3%
Q3 2021$125,822,000
-6.8%
2,093,548
-6.0%
1.04%
-12.0%
Q2 2021$134,937,000
+5.1%
2,227,051
+2.4%
1.18%
-9.1%
Q1 2021$128,439,000
+7.9%
2,175,457
+13.2%
1.30%
-3.9%
Q4 2020$119,044,000
+12.1%
1,920,996
+9.9%
1.35%
-10.9%
Q3 2020$106,212,000
+16.3%
1,747,477
+15.6%
1.52%
+7.4%
Q2 2020$91,361,000
+45.6%
1,512,105
+35.0%
1.41%
-2.1%
Q1 2020$62,761,000
-5.1%
1,120,331
-1.2%
1.44%
+0.5%
Q4 2019$66,124,000
+13.9%
1,134,210
+13.9%
1.44%
-14.5%
Q3 2019$58,059,000
-10.8%
996,213
-12.7%
1.68%
-14.2%
Q2 2019$65,110,000
+150.7%
1,140,875
+142.8%
1.96%
+8.4%
Q1 2019$25,972,000
+7094.5%
469,827
+6797.0%
1.80%
+2811.3%
Q4 2018$361,000
-99.0%
6,812
-99.0%
0.06%
-97.0%
Q3 2018$37,917,000
+10.6%
707,151
+121.0%
2.09%
-10.6%
Q2 2018$34,285,000
+36.0%
320,028
+38.3%
2.33%
+19.9%
Q1 2018$25,213,000
+18.3%
231,375
+21.7%
1.95%
+3.5%
Q4 2017$21,305,000
+13.4%
190,177
+13.6%
1.88%
+7.9%
Q3 2017$18,787,000
+42.7%
167,399
+42.0%
1.74%
+10.9%
Q2 2017$13,168,000117,9081.57%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders