AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 207 filers reported holding ISHARES TR in Q2 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 TR
ValueSharesWeighting
Q3 2023$3,476,854
-1.3%
164,235
+7.1%
0.02%0.0%
Q2 2023$3,521,358
+17.6%
153,303
+17.4%
0.02%
+10.5%
Q1 2023$2,994,015
+7.2%
130,572
+6.2%
0.02%
-5.0%
Q4 2022$2,792,626
+76.3%
122,969
+65.2%
0.02%
+53.8%
Q3 2022$1,584,000
+41.8%
74,451
+61.1%
0.01%
+44.4%
Q2 2022$1,117,000
-9.7%
46,207
+9.1%
0.01%
+12.5%
Q1 2022$1,237,000
+16.3%
42,364
+21.9%
0.01%
+14.3%
Q4 2021$1,064,000
+61.5%
34,767
+44.7%
0.01%
+40.0%
Q3 2021$659,000
+52.9%
24,035
+54.7%
0.01%
+25.0%
Q2 2021$431,000
+52.3%
15,533
+40.0%
0.00%
+33.3%
Q1 2021$283,000
+15.5%
11,093
+8.5%
0.00%0.0%
Q4 2020$245,000
+4.7%
10,220
-8.3%
0.00%0.0%
Q3 2020$234,000
-26.4%
11,150
-26.8%
0.00%
-40.0%
Q2 2020$318,000
+33.6%
15,230
+22.4%
0.01%0.0%
Q1 2020$238,000
-26.5%
12,446
+6.0%
0.01%
-28.6%
Q4 2019$324,000
+42.1%
11,743
+44.6%
0.01%0.0%
Q3 2019$228,0008,1220.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders