AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGEB and the CUSIP is 46435G219. A total of 27 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$776,075
-11.8%
18,299
-8.1%
0.01%0.0%
Q2 2023$879,463
+9.7%
19,902
+11.0%
0.01%0.0%
Q1 2023$801,441
+0.8%
17,925
-2.3%
0.01%
-16.7%
Q4 2022$795,009
-3.8%
18,356
-6.0%
0.01%
-14.3%
Q3 2022$826,000
-48.2%
19,537
-45.4%
0.01%
-46.2%
Q2 2022$1,596,000
-12.9%
35,758
-5.3%
0.01%0.0%
Q1 2022$1,832,000
-26.6%
37,760
-20.4%
0.01%
-23.5%
Q4 2021$2,497,000
+2.4%
47,412
+4.4%
0.02%
-15.0%
Q3 2021$2,439,000
+596.9%
45,403
+603.4%
0.02%
+566.7%
Q2 2021$350,000
-12.7%
6,455
-15.1%
0.00%
-25.0%
Q1 2021$401,000
+7.8%
7,605
+13.2%
0.00%0.0%
Q4 2020$372,000
+28.3%
6,720
+26.3%
0.00%0.0%
Q3 2020$290,000
+6.6%
5,320
+6.4%
0.00%0.0%
Q2 2020$272,0005,0000.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 470,405$21,283,4575.60%
Paragon Wealth Strategies, LLC 262,867$11,893,4053.27%
Systelligence, LLC 92,622$4,190,6821.14%
GoalVest Advisory LLC 156$7,0580.00%
View complete list of ISHARES TR shareholders