AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,214,468
-7.4%
249,840
-6.7%
0.14%
-7.6%
Q2 2023$26,149,260
-11.2%
267,923
-9.7%
0.16%
-17.4%
Q1 2023$29,453,938
+10.5%
296,825
+8.0%
0.19%
-1.6%
Q4 2022$26,645,185
+1.6%
274,806
+0.7%
0.19%
-7.2%
Q3 2022$26,238,000
+7.4%
272,995
+13.3%
0.21%
+6.7%
Q2 2022$24,434,000
+96.8%
240,897
+103.6%
0.20%
+129.4%
Q1 2022$12,415,000
+190.1%
118,303
+192.7%
0.08%
+183.3%
Q4 2021$4,279,000
+4.3%
40,411
+4.0%
0.03%
-11.8%
Q3 2021$4,103,000
+3.9%
38,844
+4.6%
0.03%0.0%
Q2 2021$3,949,000
+3.1%
37,147
+2.6%
0.03%
-12.8%
Q1 2021$3,829,000
+8.9%
36,217
+7.6%
0.04%
-2.5%
Q4 2020$3,516,000
+9.0%
33,670
+8.6%
0.04%
-13.0%
Q3 2020$3,227,000
+17.6%
31,008
+15.7%
0.05%
+9.5%
Q2 2020$2,743,000
+6.3%
26,790
+3.7%
0.04%
-28.8%
Q1 2020$2,581,000
+56.2%
25,831
+57.5%
0.06%
+63.9%
Q4 2019$1,652,000
-69.2%
16,405
-69.3%
0.04%
-76.8%
Q3 2019$5,359,000
+1.0%
53,502
+1.4%
0.16%
-2.5%
Q2 2019$5,308,000
+120.5%
52,775
+118.6%
0.16%
-4.8%
Q1 2019$2,407,000
+189.3%
24,145
+186.7%
0.17%
+263.0%
Q3 2018$832,000
+21.1%
8,423
+22.3%
0.05%
-2.1%
Q2 2018$687,000
+12.4%
6,889
+12.9%
0.05%0.0%
Q1 2018$611,000
+131.4%
6,103
+130.9%
0.05%
+104.3%
Q4 2017$264,0002,6430.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders