AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 93 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,340,848
-10.6%
13,948
-7.1%
0.01%0.0%
Q1 2022$1,500,000
-49.1%
15,019
-43.9%
0.01%
-52.4%
Q4 2021$2,948,000
+19.6%
26,751
+13.4%
0.02%
+5.0%
Q3 2021$2,464,000
+21.2%
23,597
+18.5%
0.02%
+11.1%
Q2 2021$2,033,000
+74.5%
19,916
+57.5%
0.02%
+50.0%
Q1 2021$1,165,00012,6420.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 180,057$6,950,0004.73%
PACIFIC FINANCIAL GROUP INC 169,769$6,553,0002.73%
Main Management LLC 220,563$8,514,0002.43%
Financial Management Professionals, Inc. 50,373$1,944,0001.34%
SPC Financial, Inc. 91,635$3,537,0001.08%
Noven Financial Group, Inc. 35,061$1,353,0001.04%
Clark Capital Management Group, Inc. 260,252$10,046,0000.86%
SUMIT CAPITAL, LLC 5,640$218,0000.83%
Somerset Group LLC 20,929$808,0000.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 22,113$854,0000.44%
View complete list of ISHARES TR shareholders