AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 744 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 155.32 and the average weighting 0.5%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,315,549
-45.5%
209,471
-44.1%
0.04%
-45.7%
Q2 2023$11,586,375
+16.5%
374,600
+17.6%
0.07%
+9.4%
Q1 2023$9,947,716
+59.6%
318,633
+56.1%
0.06%
+42.2%
Q4 2022$6,233,313
-5.1%
204,170
-1.5%
0.04%
-13.5%
Q3 2022$6,568,000
-4.7%
207,379
-1.1%
0.05%
-5.5%
Q2 2022$6,894,000
+25.0%
209,663
+38.5%
0.06%
+44.7%
Q1 2022$5,513,000
-48.6%
151,361
-44.4%
0.04%
-49.3%
Q4 2021$10,734,000
-4.4%
272,240
-6.0%
0.08%
-19.4%
Q3 2021$11,229,000
+54.8%
289,737
+57.1%
0.09%
+47.6%
Q2 2021$7,254,000
-23.1%
184,416
-24.9%
0.06%
-33.7%
Q1 2021$9,432,000
+48.0%
245,637
+48.5%
0.10%
+31.9%
Q4 2020$6,371,000
+135.3%
165,425
+88.5%
0.07%
+84.6%
Q3 2020$2,708,000
-48.8%
87,774
-45.2%
0.04%
-52.4%
Q2 2020$5,294,000
+147.3%
160,026
+137.9%
0.08%
+67.3%
Q1 2020$2,141,000
+58.6%
67,255
+87.3%
0.05%
+69.0%
Q4 2019$1,350,000
-10.7%
35,906
-10.9%
0.03%
-34.1%
Q3 2019$1,512,000
-30.8%
40,287
-32.0%
0.04%
-33.3%
Q2 2019$2,184,000
+180.0%
59,262
+177.8%
0.07%
+22.2%
Q1 2019$780,000
-13.9%
21,329
-19.4%
0.05%
-65.2%
Q4 2018$906,000
-60.4%
26,467
-57.1%
0.16%
+23.0%
Q3 2018$2,289,000
+91.4%
61,645
+94.4%
0.13%
+55.6%
Q2 2018$1,196,000
-3.3%
31,714
-3.7%
0.08%
-14.7%
Q1 2018$1,237,000
-22.2%
32,926
-21.1%
0.10%
-32.1%
Q4 2017$1,589,000
+37.3%
41,737
+40.0%
0.14%
+30.8%
Q3 2017$1,157,000
+57.2%
29,817
+58.7%
0.11%
+21.6%
Q2 2017$736,000
-2.9%
18,789
-4.1%
0.09%
-37.1%
Q1 2017$758,000
+16.6%
19,597
+12.2%
0.14%
-46.8%
Q4 2016$650,00017,4600.26%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders