AE Wealth Management LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 377 filers reported holding ISHARES U S ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$1,615,290
+35.9%
32,377
+35.4%
0.01%
+42.9%
Q2 2023$1,188,977
-38.2%
23,913
-38.3%
0.01%
-41.7%
Q1 2023$1,923,056
-41.7%
38,771
-42.1%
0.01%
-50.0%
Q4 2022$3,298,647
-22.4%
66,950
-22.4%
0.02%
-29.4%
Q3 2022$4,250,000
+2.5%
86,277
+2.5%
0.03%
+3.0%
Q2 2022$4,148,000
+83.9%
84,204
+85.1%
0.03%
+120.0%
Q1 2022$2,255,000
-54.2%
45,486
-53.8%
0.02%
-55.9%
Q4 2021$4,923,000
+250.1%
98,557
+251.4%
0.03%
+183.3%
Q3 2021$1,406,000
+9.8%
28,050
+9.9%
0.01%
+9.1%
Q2 2021$1,280,000
-55.0%
25,519
-55.0%
0.01%
-62.1%
Q1 2021$2,846,000
+9.9%
56,714
+9.8%
0.03%0.0%
Q4 2020$2,590,000
-45.3%
51,632
-45.4%
0.03%
-57.4%
Q3 2020$4,737,000
-5.2%
94,526
-5.4%
0.07%
-11.7%
Q2 2020$4,996,000
-81.0%
99,906
-81.6%
0.08%
-87.3%
Q1 2020$26,277,000
+15.2%
541,905
+19.4%
0.60%
+22.0%
Q4 2019$22,807,000
+2.1%
453,863
+2.3%
0.50%
-23.3%
Q3 2019$22,331,000
+16.4%
443,608
+16.4%
0.64%
+12.0%
Q2 2019$19,181,000
+395.4%
381,107
+394.5%
0.58%
+114.1%
Q1 2019$3,872,000
+1372.2%
77,070
+1361.3%
0.27%
+497.8%
Q4 2018$263,000
-22.2%
5,274
-21.7%
0.04%
+136.8%
Q3 2018$338,0006,7350.02%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
TAP Consulting, LLC 1,069,567$53,360,69213.73%
Bramshill Investments, LLC 2,062,389$102,892,60711.96%
San Luis Wealth Advisors LLC 442,795$22,09110.63%
Richard P Slaughter Associates Inc 794,123$39,618,79610.56%
Clearwater Capital Advisors, LLC 1,286,535$64,185,2527.86%
Ameliora Wealth Management Ltd. 133,300$6,650,3553.94%
Columbia Trust Co 01012016 120,950$6,034,1953.50%
Values First Advisors, Inc. 95,418$4,760,4053.08%
Crestone Asset Management LLC 246,732$12,309,4592.95%
CNA FINANCIAL CORP 100,000$4,989,0002.80%
View complete list of ISHARES U S ETF TR shareholders