AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. 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$8,338,997
+466.9%
168,771
+490.3%
0.05%
+455.6%
Q2 2023$1,471,048
+1.1%
28,592
-1.7%
0.01%0.0%
Q1 2023$1,454,911
+7.4%
29,081
+1.2%
0.01%
-10.0%
Q4 2022$1,354,929
+2.9%
28,730
-2.3%
0.01%0.0%
Q3 2022$1,317,000
-10.3%
29,417
-3.8%
0.01%
-16.7%
Q2 2022$1,468,000
-18.9%
30,585
-8.8%
0.01%0.0%
Q1 2022$1,809,000
-22.8%
33,522
-18.3%
0.01%
-25.0%
Q4 2021$2,343,000
-95.6%
41,039
-95.7%
0.02%
-96.3%
Q3 2021$52,851,000
+2414.3%
952,783
+2438.4%
0.44%
+2316.7%
Q2 2021$2,102,000
-95.4%
37,535
-95.6%
0.02%
-96.1%
Q1 2021$45,973,000
+3374.9%
858,340
+3285.4%
0.46%
+2993.3%
Q4 2020$1,323,000
+52.1%
25,354
+41.2%
0.02%
+25.0%
Q3 2020$870,000
+17.6%
17,962
+12.6%
0.01%
+9.1%
Q2 2020$740,000
+3.9%
15,949
-7.3%
0.01%
-31.2%
Q1 2020$712,000
-66.0%
17,213
-60.7%
0.02%
-64.4%
Q4 2019$2,093,000
+126.3%
43,760
+117.9%
0.04%
+66.7%
Q3 2019$925,000
+3.7%
20,083
+3.6%
0.03%0.0%
Q2 2019$892,000
+21.9%
19,392
+18.3%
0.03%
-47.1%
Q1 2019$732,000
+18.4%
16,386
+9.5%
0.05%
-51.9%
Q4 2018$618,000
+0.2%
14,960
+9.4%
0.11%
+211.8%
Q3 2018$617,000
-26.0%
13,671
-27.3%
0.03%
-40.4%
Q2 2018$834,000
+68.8%
18,793
+69.5%
0.06%
+50.0%
Q1 2018$494,000
-56.5%
11,090
-56.1%
0.04%
-62.0%
Q4 2017$1,136,000
+136.7%
25,279
+136.1%
0.10%
+122.2%
Q3 2017$480,00010,7070.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MARINO, STRAM & ASSOCIATES LLC 144,612$6,415,0005.70%
Madrona Financial Services, LLC 112,880$5,007,0004.03%
PATTON ALBERTSON MILLER GROUP, LLC 84,564$3,751,0001.89%
Northstar Group, Inc. 72,698$3,225,0001.64%
Ahrens Investment Partners LLC 83,632$3,710,0001.55%
Aveo Capital Partners, LLC 71,293$3,163,0001.40%
First Heartland Consultants, Inc. 82,564$3,663,0001.29%
NORTHWEST WEALTH MANAGEMENT, LLC 32,025$1,421,0001.07%
Ruggie Capital Group 39,324$1,744,0000.88%
Burt Wealth Advisors 36,749$1,630,0000.78%
View complete list of ISHARES TR shareholders