AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 450 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,673,205
+155.2%
25,655
+164.1%
0.01%
+150.0%
Q2 2023$655,659
-29.1%
9,713
-29.0%
0.00%
-33.3%
Q1 2023$925,323
+2.3%
13,678
-3.8%
0.01%
-14.3%
Q4 2022$904,502
-25.9%
14,225
-33.6%
0.01%
-30.0%
Q3 2022$1,221,000
+38.1%
21,416
+53.3%
0.01%
+42.9%
Q2 2022$884,000
-10.9%
13,971
+1.6%
0.01%0.0%
Q1 2022$992,000
+17.1%
13,746
+24.6%
0.01%
+16.7%
Q4 2021$847,000
-0.2%
11,029
-2.2%
0.01%
-14.3%
Q3 2021$849,000
-54.0%
11,272
-53.8%
0.01%
-56.2%
Q2 2021$1,845,000
-60.3%
24,418
-61.7%
0.02%
-66.0%
Q1 2021$4,652,000
+61.1%
63,732
+62.0%
0.05%
+42.4%
Q4 2020$2,888,000
+6.1%
39,340
-1.6%
0.03%
-15.4%
Q3 2020$2,723,000
+174.5%
39,968
+166.0%
0.04%
+160.0%
Q2 2020$992,000
+152.4%
15,024
+136.9%
0.02%
+66.7%
Q1 2020$393,000
-59.5%
6,341
-51.3%
0.01%
-57.1%
Q4 2019$971,000
+119.2%
13,028
+115.7%
0.02%
+61.5%
Q3 2019$443,000
+4.0%
6,041
+2.9%
0.01%0.0%
Q2 2019$426,000
-4.1%
5,868
-4.9%
0.01%
-58.1%
Q1 2019$444,000
+53.1%
6,173
+42.0%
0.03%
-38.0%
Q4 2018$290,000
+23.9%
4,348
+35.1%
0.05%
+284.6%
Q3 2018$234,000
+15.8%
3,218
+13.3%
0.01%
-7.1%
Q2 2018$202,0002,8390.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
GRAYHAWK INVESTMENT STRATEGIES INC. 189,663$12,369,8218.30%
EWA, LLC 189,057$12,362,4358.01%
VAUGHAN & Co SECURITIES, INC. 120,987$7,890,7425.86%
Wharton Business Group, LLC 1,605,074$104,6835.82%
Burt Wealth Advisors 261,206$17,035,8425.23%
Balentine LLC 2,330,206$151,975,9995.08%
AGILIS PARTNERS LLC 179,543$11,7104.22%
Family Capital Trust Co 177,977$11,607,6254.11%
Insight Wealth Strategies, LLC 320,742$20,918,8084.04%
Friedenthal Financial 89,999$5,869,7353.98%
View complete list of ISHARES TR shareholders