AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 37 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.30 and the average weighting 0.0%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$1,231,000
+24.7%
91,803
-19.9%
0.01%
-20.0%
Q2 2020$987,000114,6280.02%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Genesee Capital Advisors, LLC 199,908$4,805,7883.46%
MinichMacGregor Wealth Management, LLC 379,955$9,134,1183.02%
SPC Financial, Inc. 633,543$15,230,3741.71%
COTTONWOOD CAPITAL ADVISORS, LLC 71,703$1,723,7351.61%
Cadent Capital Advisors, LLC 151,757$3,648,2441.52%
Van Cleef Asset Management,Inc 185,741$4,465,2140.70%
Amica Retiree Medical Trust 14,930$3590.42%
Revisor Wealth Management LLC 20,667$496,8350.42%
Milestone Advisory Partners 18,677$448,9950.37%
AMICA MUTUAL INSURANCE CO 119,143$2,8640.34%
View complete list of ISHARES TR shareholders