AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,081,154
+549.6%
227,446
+586.3%
0.03%
+500.0%
Q2 2023$782,162
+2.2%
33,142
-5.5%
0.01%0.0%
Q1 2023$765,685
+0.4%
35,059
+4.3%
0.01%
-16.7%
Q4 2022$762,586
-52.9%
33,609
-56.6%
0.01%
-53.8%
Q3 2022$1,620,000
+33.0%
77,356
+69.8%
0.01%
+30.0%
Q2 2022$1,218,000
-14.2%
45,555
+4.8%
0.01%0.0%
Q1 2022$1,420,000
+8.5%
43,468
+14.6%
0.01%
+11.1%
Q4 2021$1,309,000
-18.6%
37,929
-14.7%
0.01%
-30.8%
Q3 2021$1,608,000
-58.5%
44,456
-57.4%
0.01%
-61.8%
Q2 2021$3,876,000
+564.8%
104,420
+531.6%
0.03%
+466.7%
Q1 2021$583,000
+4.7%
16,532
-5.5%
0.01%0.0%
Q4 2020$557,000
+7.5%
17,494
-13.0%
0.01%
-14.3%
Q3 2020$518,000
-22.8%
20,099
-25.6%
0.01%
-30.0%
Q2 2020$671,000
+59.8%
26,998
+20.3%
0.01%0.0%
Q1 2020$420,000
-26.2%
22,445
+75.6%
0.01%
-16.7%
Q4 2019$569,000
+28.7%
12,780
+21.9%
0.01%
-7.7%
Q3 2019$442,000
+5.2%
10,485
+5.3%
0.01%0.0%
Q2 2019$420,000
+30.4%
9,955
+34.0%
0.01%
-40.9%
Q1 2019$322,0007,4280.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders