AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 38 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$813,405
+16.2%
38,055
+19.3%
0.01%
+25.0%
Q2 2023$699,747
+1.1%
31,894
+1.6%
0.00%0.0%
Q1 2023$691,811
+4.4%
31,389
+2.7%
0.00%
-20.0%
Q4 2022$662,736
+3.1%
30,571
+1.2%
0.01%0.0%
Q3 2022$643,000
-3.9%
30,194
-0.4%
0.01%0.0%
Q2 2022$669,000
-6.7%
30,307
-0.6%
0.01%0.0%
Q1 2022$717,000
+87.2%
30,487
+96.4%
0.01%
-44.4%
Q1 2020$383,00015,5240.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Darwin Wealth Management, LLC 178,377$3,945,6931.02%
Richard W. Paul & Associates, LLC 29,892$648,0200.33%
Asset Management Group, Inc. 60,320$1,307,6640.31%
Vantage Financial Partners, LLC 21,510$466,3180.28%
Elevated Capital Advisors, LLC 32,611$706,9620.27%
TCWP LLC 39,223$850,3040.17%
HUNTINGTON NATIONAL BANK 629,205$13,640,3580.14%
SYM FINANCIAL Corp 17,451$378,3150.09%
Mariner, LLC 1,009,984$21,8950.07%
SAGE FINANCIAL GROUP INC 26,415$572,6430.07%
View complete list of ISHARES TR shareholders