AE Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 78 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$771,025
-14.0%
22,245
-10.8%
0.01%0.0%
Q2 2023$896,732
+20.9%
24,944
+11.2%
0.01%0.0%
Q1 2023$742,011
-6.1%
22,438
-12.9%
0.01%
-16.7%
Q4 2022$789,949
-1.6%
25,765
-10.1%
0.01%0.0%
Q3 2022$803,000
-7.9%
28,647
-1.9%
0.01%
-14.3%
Q2 2022$872,000
-27.0%
29,209
-12.7%
0.01%
-12.5%
Q1 2022$1,194,000
-18.3%
33,452
-9.7%
0.01%
-20.0%
Q4 2021$1,461,000
+93.3%
37,050
+77.1%
0.01%
+66.7%
Q3 2021$756,000
+113.6%
20,925
+114.3%
0.01%
+100.0%
Q2 2021$354,0009,7630.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 137,784$4,917,0004.95%
Sharkey, Howes & Javer 216,770$7,737,0001.77%
One Wealth Advisors, LLC 165,848$5,919,0001.45%
Walkner Condon Financial Advisors LLC 71,895$2,566,000,0000.73%
Goodwin Investment Advisory 28,064$1,002,0000.69%
Horst & Graben Wealth Management LLC 72,136$2,575,0000.63%
Dentgroup LLC 17,876$638,0000.62%
Keystone Financial Services 29,810$928,0000.54%
SPINNAKER TRUST 175,511$6,264,0000.42%
GenWealth Group, Inc. 41,466$1,480,0000.41%
View complete list of ISHARES TR shareholders