AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,316,620
-0.3%
67,991
+0.8%
0.02%0.0%
Q2 2023$3,325,408
+5.0%
67,466
+4.3%
0.02%0.0%
Q1 2023$3,165,925
+13.4%
64,677
+10.1%
0.02%0.0%
Q4 2022$2,792,357
-9.6%
58,725
-8.1%
0.02%
-16.7%
Q3 2022$3,089,000
-15.1%
63,927
-12.5%
0.02%
-17.2%
Q2 2022$3,637,000
-13.8%
73,027
-9.8%
0.03%0.0%
Q1 2022$4,220,000
+1.2%
80,952
+5.9%
0.03%0.0%
Q4 2021$4,170,000
-6.0%
76,468
-5.2%
0.03%
-21.6%
Q3 2021$4,438,000
+10.9%
80,666
+11.1%
0.04%
+5.7%
Q2 2021$4,001,000
+19.5%
72,618
+19.0%
0.04%
+2.9%
Q1 2021$3,348,000
-11.6%
61,034
-9.4%
0.03%
-20.9%
Q4 2020$3,786,000
+7.4%
67,351
+6.3%
0.04%
-14.0%
Q3 2020$3,526,000
+2.9%
63,343
+3.0%
0.05%
-5.7%
Q2 2020$3,425,000
-17.7%
61,521
-19.2%
0.05%
-44.8%
Q1 2020$4,162,000
+39.8%
76,101
+40.0%
0.10%
+47.7%
Q4 2019$2,978,000
+42.0%
54,347
+44.6%
0.06%
+6.6%
Q3 2019$2,097,000
+65.5%
37,585
+61.6%
0.06%
+60.5%
Q2 2019$1,267,00023,2550.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders