AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,108,613
-8.4%
19,898
+0.9%
0.01%
-7.1%
Q2 2023$2,301,022
+15.5%
19,722
+13.9%
0.01%
+7.7%
Q1 2023$1,992,572
+273.5%
17,315
+263.1%
0.01%
+225.0%
Q4 2022$533,443
-37.3%
4,769
-48.9%
0.00%
-42.9%
Q3 2022$851,000
-11.6%
9,329
-3.9%
0.01%
-12.5%
Q2 2022$963,000
-58.5%
9,709
-53.7%
0.01%
-50.0%
Q1 2022$2,323,000
+206.1%
20,965
+183.7%
0.02%
+220.0%
Q4 2021$759,000
+5.1%
7,389
+6.7%
0.01%
-16.7%
Q3 2021$722,000
+5.9%
6,927
+11.2%
0.01%0.0%
Q2 2021$682,000
-84.5%
6,228
-85.3%
0.01%
-86.4%
Q1 2021$4,403,000
+1489.5%
42,294
+1346.4%
0.04%
+1366.7%
Q4 2020$277,000
+9.5%
2,924
+83.2%
0.00%
-25.0%
Q3 2020$253,000
-48.2%
1,596
-46.1%
0.00%
-50.0%
Q2 2020$488,000
-55.3%
2,962
-60.9%
0.01%
-68.0%
Q1 2020$1,091,000
-25.4%
7,585
+15.1%
0.02%
-21.9%
Q4 2019$1,463,000
+56.8%
6,588
+58.7%
0.03%
+18.5%
Q3 2019$933,000
+7.7%
4,152
+2.7%
0.03%
+3.8%
Q2 2019$866,000
+26.2%
4,041
+17.5%
0.03%
-45.8%
Q1 2019$686,000
-9.9%
3,440
-21.9%
0.05%
-63.1%
Q4 2018$761,000
-44.9%
4,403
-31.0%
0.13%
+71.1%
Q3 2018$1,381,000
+177.3%
6,380
+146.4%
0.08%
+123.5%
Q2 2018$498,000
+45.6%
2,589
+49.7%
0.03%
+30.8%
Q1 2018$342,0001,7290.03%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders