AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 239 filers reported holding ISHARES TR in Q1 2022. 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
Q4 2022$264,097
-24.3%
11,111
-18.3%
0.00%0.0%
Q4 2021$349,000
+12.9%
13,597
+14.3%
0.00%
-33.3%
Q3 2021$309,000
-19.9%
11,897
-19.8%
0.00%0.0%
Q2 2021$386,00014,8340.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
First Pacific Financial 367,192$9,044,0004.65%
Private Ocean, LLC 1,131,724$27,874,0003.48%
Laurel Wealth Planning LLC 143,915$3,545,0002.39%
Braun-Bostich & Associates Inc. 43,415$1,069,0002.30%
Stewardship Advisors, LLC 224,767$5,536,0002.04%
Summit Wealth Group, LLC 72,829$1,794,0001.88%
IMPACTfolio, LLC 91,101$2,244,0001.67%
Evergreen Wealth Solutions, LLC 58,973$1,453,0001.41%
Affinity Capital Advisors, LLC 179,518$4,422,0001.38%
Arlington Financial Advisors, LLC 145,302$3,579,0001.36%
View complete list of ISHARES TR shareholders