AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,987,836
-43.5%
99,464
-43.5%
0.07%
-43.6%
Q2 2023$19,441,561
-79.1%
176,021
-79.1%
0.12%
-80.5%
Q1 2023$93,152,256
+33.5%
843,007
+32.8%
0.60%
+18.6%
Q4 2022$69,774,761
-41.7%
634,778
-41.7%
0.50%
-46.8%
Q3 2022$119,705,000
+49.6%
1,088,225
+49.8%
0.95%
+48.3%
Q2 2022$79,993,000
+235.0%
726,552
+235.5%
0.64%
+290.2%
Q1 2022$23,877,000
+1076.2%
216,571
+1078.0%
0.16%
+1071.4%
Q4 2021$2,030,000
-5.2%
18,385
-5.1%
0.01%
-22.2%
Q3 2021$2,141,000
+1.0%
19,379
+1.0%
0.02%
-5.3%
Q2 2021$2,120,000
-93.6%
19,185
-93.6%
0.02%
-94.3%
Q1 2021$32,933,000
+873.8%
298,013
+873.8%
0.33%
+773.7%
Q4 2020$3,382,000
+11.1%
30,602
+11.2%
0.04%
-11.6%
Q3 2020$3,045,000
-96.7%
27,511
-96.7%
0.04%
-97.0%
Q2 2020$92,086,000
-64.8%
831,552
-64.7%
1.42%
-76.4%
Q1 2020$261,847,000
+14643.6%
2,358,557
+14565.8%
6.02%
+15328.2%
Q4 2019$1,776,000
+135.2%
16,082
+135.6%
0.04%
+77.3%
Q3 2019$755,000
-69.2%
6,825
-69.2%
0.02%
-70.3%
Q2 2019$2,449,00022,1320.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders