AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 246 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,260,794
+46.9%
54,285
+59.9%
0.02%
+47.1%
Q2 2023$2,901,333
+88.2%
33,958
+54.8%
0.02%
+70.0%
Q1 2023$1,541,568
+608.6%
21,932
+510.9%
0.01%
+400.0%
Q4 2022$217,547
+7.7%
3,590
-7.4%
0.00%0.0%
Q3 2022$202,000
-86.5%
3,876
-84.7%
0.00%
-80.0%
Q1 2022$1,496,000
-77.9%
25,251
-69.1%
0.01%
-78.7%
Q4 2021$6,780,000
+192.2%
81,770
+133.3%
0.05%
+147.4%
Q3 2021$2,320,000
+0.1%
35,050
+4.7%
0.02%
-5.0%
Q2 2021$2,318,000
+34.3%
33,486
+31.7%
0.02%
+17.6%
Q1 2021$1,726,000
+10.0%
25,435
-9.5%
0.02%
-5.6%
Q4 2020$1,569,000
+18.3%
28,118
+20.2%
0.02%
-5.3%
Q3 2020$1,326,000
+14.3%
23,400
-10.9%
0.02%
+5.6%
Q2 2020$1,160,000
+293.2%
26,275
+157.4%
0.02%
+157.1%
Q1 2020$295,000
-79.1%
10,208
-67.9%
0.01%
-77.4%
Q4 2019$1,412,000
+151.2%
31,788
+145.1%
0.03%
+93.8%
Q3 2019$562,000
+179.6%
12,971
+182.4%
0.02%
-11.1%
Q4 2017$201,000
-57.2%
4,593
-64.3%
0.02%
-59.1%
Q3 2017$470,000
+32.0%
12,873
+22.6%
0.04%
+4.8%
Q2 2017$356,000
+47.1%
10,503
+38.9%
0.04%
-6.7%
Q1 2017$242,0007,5600.04%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,715$9,750,2773.23%
COTTONWOOD CAPITAL ADVISORS, LLC 48,592$3,415,5003.15%
Baymount Management LP 20,000$1,700,0002.81%
Beaumont Capital Management, LLC 52,410$3,683,8832.56%
Capital Asset Advisory Services LLC 446,198$31,363,2242.33%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$2,176,5352.14%
SPC Financial, Inc. 249,830$17,560,5512.00%
Migdal Insurance & Financial Holdings Ltd. 1,030,735$72,4501.60%
Ciovacco Capital Management LLC 14,076$9891.52%
Varma Mutual Pension Insurance Co 1,629,684$114,550,4881.40%
View complete list of ISHARES TR shareholders