AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 67 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,369,549
+1.8%
642,742
+13.3%
0.18%
+1.7%
Q2 2023$29,844,509
+1.6%
567,402
+3.7%
0.18%
-5.3%
Q1 2023$29,388,633
+30.0%
546,969
+23.2%
0.19%
+15.2%
Q4 2022$22,614,099
+0.2%
444,081
-1.2%
0.16%
-8.4%
Q3 2022$22,563,000
+5.2%
449,583
+16.5%
0.18%
+4.1%
Q2 2022$21,444,000
-17.8%
385,753
-5.3%
0.17%
-3.9%
Q1 2022$26,082,000
-7.7%
407,360
+4.0%
0.18%
-9.1%
Q4 2021$28,265,000
+7.0%
391,811
+6.1%
0.20%
-9.6%
Q3 2021$26,428,000
+13.1%
369,185
+14.2%
0.22%
+6.9%
Q2 2021$23,365,000
+25.1%
323,344
+18.7%
0.20%
+7.9%
Q1 2021$18,672,000
+38.4%
272,378
+54.3%
0.19%
+23.5%
Q4 2020$13,494,000
+21.4%
176,582
+20.0%
0.15%
-3.8%
Q3 2020$11,115,000
+6.1%
147,209
+5.3%
0.16%
-1.9%
Q2 2020$10,478,000
+104.7%
139,769
+94.5%
0.16%
+37.3%
Q1 2020$5,119,000
+52.2%
71,865
+45.5%
0.12%
+61.6%
Q4 2019$3,363,000
+125.1%
49,385
+129.3%
0.07%
+69.8%
Q3 2019$1,494,00021,5410.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Brio Consultants, LLC 231,760$17,711,0005.72%
Provident Wealth Management, LLC 46,351$3,542,0004.11%
Verde Capital Management 78,860$6,026,0003.00%
Safeguard Investment Advisory Group, LLC 32,331$2,470,0002.19%
Onyx Bridge Wealth Group LLC 23,703$1,811,0001.19%
Centennial Wealth Advisory LLC 29,754$2,274,0000.87%
Stadion Money Management, LLC 281,705$21,528,0000.78%
Wechter Feldman Wealth Management, Inc. 6,416$490,0000.36%
Renasant Bank 4,732$361,0000.30%
Inscription Capital, LLC 8,467$647,0000.25%
View complete list of ISHARES TR shareholders