AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 48 filers reported holding ISHARES TR in Q3 2019. 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 TR
ValueSharesWeighting
Q4 2022$1,520,474
+3.5%
49,318
-9.8%
0.01%
-8.3%
Q3 2022$1,469,000
-11.2%
54,705
-1.0%
0.01%
-7.7%
Q2 2022$1,654,000
-15.3%
55,259
+0.4%
0.01%0.0%
Q1 2022$1,952,000
-3.5%
55,059
+3.5%
0.01%
-7.1%
Q4 2021$2,022,000
-11.6%
53,173
-11.5%
0.01%
-26.3%
Q3 2021$2,288,000
+190.4%
60,072
+137.7%
0.02%
+11.8%
Q4 2019$788,000
+140.2%
25,273
+126.1%
0.02%
+88.9%
Q3 2019$328,00011,1770.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 310,395$9,771,2247.07%
Meredith Wealth Planning 283,748$8,932,3836.64%
CGC Financial Services, LLC 280,806$8,839,7736.18%
Straight Path Wealth Management 186,332$5,865,7303.98%
Klaas Financial Asset Advisors, LLC 532,991$16,778,5573.80%
Armbruster Capital Management, Inc. 441,310$13,892,4263.51%
Tacita Capital Inc 113,675$3,578,4892.80%
Family Capital Trust Co 250,827$7,893,4762.79%
ATLAS CAPITAL ADVISORS LLC 400,870$12,619,4072.08%
MERCER GLOBAL ADVISORS INC /ADV 14,264,864$449,0581.70%
View complete list of ISHARES TR shareholders