AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 115 filers reported holding ISHARES TR in Q1 2021. 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
Q2 2021$473,000
+9.5%
7,733
+4.0%
0.00%0.0%
Q1 2021$432,000
+1.9%
7,438
+2.2%
0.00%
-20.0%
Q4 2020$424,000
+15.5%
7,276
+9.9%
0.01%0.0%
Q3 2020$367,000
-24.2%
6,623
-29.2%
0.01%
-28.6%
Q2 2020$484,0009,3590.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Fortis Advisors, LLC 159,434$7,763,0005.14%
Richard Bernstein Advisors LLC 1,969,649$113,885,0002.47%
Money Design Co.,Ltd. 232,620$13,450,0001.01%
LFA - Lugano Financial Advisors SA 23,740$1,372,0000.96%
Capricorn Fund Managers Ltd 80,160$4,635,0000.84%
Slow Capital, Inc. 52,787$3,052,0000.74%
ALTFEST L J & CO INC 64,767$3,745,0000.67%
Interchange Capital Partners, LLC 9,093$525,0000.59%
Intelligent Financial Strategies 8,808$509,0000.52%
CALTON & ASSOCIATES, INC. 13,985$808,0000.45%
View complete list of ISHARES TR shareholders