AE Wealth Management LLC - ISHARES INC ownership

ISHARES INC's ticker is HEEM and the CUSIP is 46434G509. A total of 35 filers reported holding ISHARES INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$2,444,514
+18.1%
103,406
+22.6%
0.02%
+25.0%
Q2 2023$2,070,365
+37.0%
84,367
+34.2%
0.01%
+20.0%
Q1 2023$1,511,563
-5.1%
62,877
-9.5%
0.01%
-16.7%
Q4 2022$1,593,345
-5.7%
69,457
-5.8%
0.01%
-7.7%
Q3 2022$1,689,000
-31.9%
73,702
-24.0%
0.01%
-35.0%
Q2 2022$2,481,000
-7.0%
96,957
-0.1%
0.02%
+11.1%
Q1 2022$2,669,000
-7.6%
97,030
-0.5%
0.02%
-10.0%
Q4 2021$2,888,000
-1.0%
97,550
+2.0%
0.02%
-16.7%
Q3 2021$2,916,000
+22.3%
95,654
+32.6%
0.02%
+14.3%
Q2 2021$2,384,000
+29.4%
72,133
+26.3%
0.02%
+10.5%
Q1 2021$1,842,000
+61.4%
57,108
+53.8%
0.02%
+46.2%
Q4 2020$1,141,000
+21.1%
37,139
+6.8%
0.01%0.0%
Q3 2020$942,000
-23.5%
34,778
-29.7%
0.01%
-31.6%
Q2 2020$1,232,000
+27.1%
49,450
+8.8%
0.02%
-13.6%
Q1 2020$969,000
+375.0%
45,452
+411.9%
0.02%
-37.1%
Q4 2018$204,000
-55.5%
8,879
-50.4%
0.04%
+12.9%
Q2 2018$458,000
-10.5%
17,897
-5.8%
0.03%
-22.5%
Q1 2018$512,000
+15.3%
18,994
+13.4%
0.04%
+2.6%
Q4 2017$444,000
+80.5%
16,743
+75.4%
0.04%
+69.6%
Q3 2017$246,0009,5450.02%
Other shareholders
ISHARES INC shareholders Q1 2021
NameSharesValueWeighting ↓
Forefront Analytics, LLC 91,256$2,193,7791.13%
Laurel Wealth Planning LLC 21,771$5230.35%
Redwood Financial Network Corp 13,717$329,7560.34%
COLDSTREAM CAPITAL MANAGEMENT INC 360,886$8,675,6960.29%
Wharton Business Group, LLC 185,200$4,4520.27%
Endowment Wealth Management, Inc. 10,747$258,3620.26%
Patten Group, Inc. 10,083$242,3950.07%
Clear Creek Financial Management, LLC 13,691$329,1290.06%
Savant Capital, LLC 48,656$1,169,6870.02%
TIAA, FSB 249,972$6,009,3270.02%
View complete list of ISHARES INC shareholders