AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 215 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$56,998,206
-5.8%
978,006
-1.2%
0.34%
-6.3%
Q2 2023$60,494,093
-8.8%
989,759
-9.8%
0.36%
-14.8%
Q1 2023$66,353,568
-2.0%
1,097,297
-9.3%
0.43%
-12.9%
Q4 2022$67,700,957
+30259.2%
1,209,378
+26071.3%
0.49%
+24400.0%
Q3 2022$223,000
-22.8%
4,621
-14.1%
0.00%0.0%
Q2 2022$289,000
+9.5%
5,378
+29.9%
0.00%0.0%
Q1 2022$264,000
-78.0%
4,141
-76.7%
0.00%
-75.0%
Q4 2021$1,200,000
+468.7%
17,760
+462.9%
0.01%
+300.0%
Q3 2021$211,000
-0.5%
3,155
+0.2%
0.00%0.0%
Q2 2021$212,000
-66.1%
3,149
-70.7%
0.00%
-85.7%
Q4 2019$625,00010,7420.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders