AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is HSCZ and the CUSIP is 46435G839. A total of 13 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,942,522
+21.7%
141,485
+24.3%
0.02%
+26.3%
Q2 2023$3,240,139
+33.0%
113,868
+27.9%
0.02%
+18.8%
Q1 2023$2,436,311
+37.6%
88,995
+29.8%
0.02%
+23.1%
Q4 2022$1,770,190
-14.8%
68,576
-2.2%
0.01%
-18.8%
Q3 2022$2,077,000
-26.4%
70,135
-22.1%
0.02%
-30.4%
Q2 2022$2,821,000
-10.8%
90,070
-2.0%
0.02%
+4.5%
Q1 2022$3,162,000
-9.8%
91,920
-3.5%
0.02%
-8.3%
Q4 2021$3,507,000
+0.5%
95,251
+0.6%
0.02%
-17.2%
Q3 2021$3,490,000
+17.5%
94,706
+16.1%
0.03%
+11.5%
Q2 2021$2,971,000
+25.4%
81,597
+21.0%
0.03%
+8.3%
Q1 2021$2,370,000
+58.3%
67,460
+45.1%
0.02%
+41.2%
Q4 2020$1,497,000
+21.1%
46,503
+8.8%
0.02%
-5.6%
Q3 2020$1,236,000
+4.9%
42,736
-0.6%
0.02%0.0%
Q2 2020$1,178,000
+33.7%
42,986
+11.6%
0.02%
-10.0%
Q1 2020$881,00038,5220.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CAPITAL WEALTH MANAGEMENT, LLC 240,618$6,704,8933.68%
Systelligence, LLC 106,764$2,975,0110.84%
WESCAP Management Group, Inc. 13,266$369,6500.13%
ROVIN CAPITAL /UT/ /ADV 7,677$2140.10%
Savior LLC 337$9,3910.06%
Cedar Brook Financial Partners, LLC 7,241$201,7690.05%
Morling Financial Advisors, LLC 1,439$40,0980.04%
Dynamic Advisor Solutions LLC 27,481$765,7800.04%
AE Wealth Management LLC 141,485$3,942,5220.02%
Cetera Advisor Networks LLC 61,744$1,720,5150.01%
View complete list of ISHARES TR shareholders