AE Wealth Management LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 73 filers reported holding ISHARES U S ETF TR in Q4 2019. 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
Q2 2024$202,997
-43.4%
7,433
-44.0%
0.00%
-50.0%
Q1 2024$358,606
-92.3%
13,282
-92.6%
0.00%
-83.3%
Q4 2023$4,675,651
-3.2%
179,419
+8.3%
0.02%
-17.2%
Q3 2023$4,829,299
+32.7%
165,671
+18.2%
0.03%
+31.8%
Q2 2023$3,640,551
-1.9%
140,129
+2.0%
0.02%
-8.3%
Q1 2023$3,712,805
-74.1%
137,359
-73.0%
0.02%
-76.9%
Q4 2022$14,352,167
-24.0%
509,123
-3.8%
0.10%
-30.7%
Q3 2022$18,895,000
-20.2%
528,967
-8.6%
0.15%
-20.6%
Q2 2022$23,684,000
-5.6%
578,498
-7.7%
0.19%
+9.9%
Q1 2022$25,093,000
+71.7%
626,550
+32.4%
0.17%
+68.6%
Q4 2021$14,614,000
+22.2%
473,244
+41.8%
0.10%
+3.0%
Q3 2021$11,959,000
+33.1%
333,675
+28.1%
0.10%
+26.9%
Q2 2021$8,985,000
+2574.1%
260,440
+2453.6%
0.08%
+1014.3%
Q4 2019$336,000
-3.2%
10,199
-7.2%
0.01%
-30.0%
Q3 2019$347,000
-5.2%
10,987
-1.9%
0.01%
-9.1%
Q2 2019$366,00011,2020.01%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2019
NameSharesValueWeighting ↓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,196,203$42,728,0005.28%
Northwest Capital Management Inc 217,845$7,781,0004.51%
Evolution Wealth Advisors, LLC 446,172$15,937,0004.37%
Boyce & Associates Wealth Consulting, Inc. 51,990$1,857,0003.82%
PALLADIEM, LLC 101,682$3,632,0003.81%
Ledge Wealth Management, Inc. 153,138$5,470,0003.35%
Pettinga Financial Advisors LLC 247,833$8,853,0003.04%
Scissortail Wealth Management, LLC 139,403$5,380,0002.79%
MCMORGAN & CO LLC 308,380$11,015,0002.60%
Peak Financial Management, Inc. 173,753$6,206,0002.59%
View complete list of ISHARES U S ETF TR shareholders