AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. 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$876,876
-16.8%
40,298
-13.0%
0.01%
-16.7%
Q2 2023$1,053,552
+8.6%
46,330
+9.9%
0.01%0.0%
Q1 2023$969,875
+33.1%
42,141
+29.0%
0.01%
+20.0%
Q4 2022$728,565
+5.6%
32,675
+3.2%
0.01%0.0%
Q3 2022$690,000
+16.2%
31,664
+23.4%
0.01%0.0%
Q2 2022$594,000
+19.0%
25,653
+29.2%
0.01%
+66.7%
Q1 2022$499,00019,8520.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders