AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 31 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$500,935
-80.6%
21,190
-80.6%
0.00%
-81.2%
Q2 2023$2,581,591
+60.4%
109,251
+60.3%
0.02%
+60.0%
Q1 2023$1,609,108
+323.4%
68,154
+337.4%
0.01%
+233.3%
Q4 2021$380,000
-75.6%
15,580
-75.4%
0.00%
-76.9%
Q3 2021$1,560,00063,2210.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 372,655$8,705,221,00011.41%
Peloton Wealth Strategists 107,825$2,519,0001.31%
Asset Dedication, LLC 174,583$4,072,0000.45%
Northstar Group, Inc. 51,820$1,210,0000.36%
VALLEY NATIONAL ADVISERS INC 60,357$1,412,0000.29%
4J Wealth Management LLC 9,671$226,0000.29%
Quad-Cities Investment Group, LLC 12,809$299,0000.23%
Timber Creek Capital Management LLC 24,251$566,0000.22%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$374,0000.19%
WRAPMANAGER INC 23,410$547,0000.18%
View complete list of ISHARES TR shareholders