AE Wealth Management LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 54 filers reported holding ISHARES U S ETF TR in Q3 2020. 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 U S ETF TR
ValueSharesWeighting
Q4 2022$9,730,395
-66.4%
107,530
-67.1%
0.07%
-69.6%
Q3 2022$28,993,000
+195.9%
326,718
+201.0%
0.23%
+194.9%
Q2 2022$9,798,000
+436.3%
108,558
+442.5%
0.08%
+200.0%
Q3 2020$1,827,000
-5.8%
20,010
-7.3%
0.03%
-13.3%
Q2 2020$1,940,00021,5810.03%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2020
NameSharesValueWeighting ↓
SimpliFi, Inc. 341,659$31,955,00014.53%
Capital Advantage, Inc. 266,043$24,883,0005.72%
Richard Bernstein Advisors LLC 2,105,882$196,021,0003.87%
DBK Financial Counsel, LLC 27,435$2,566,0003.79%
WealthShield Partners, LLC 214,639$20,075,0003.22%
SOUTHERN CAPITAL ADVISORS, LLC 49,145$4,597,0003.14%
Destination Wealth Management 817,270$76,439,0002.83%
MBM Wealth Consultants, LLC 72,633$6,793,0002.82%
HMS Capital Management, LLC 69,245$6,476,0002.71%
COLLECTIVE FAMILY OFFICE LLC 61,710$5,772,0002.20%
View complete list of ISHARES U S ETF TR shareholders