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Ishares Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Ishares Tr (IBHL) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 431 25.25

More positions owned by AE Wealth Management

NVIDIA Corporation (NVDA)
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
American Centy Etf Tr Avantis Core Fi (AVIG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Pimco Etf Tr Multisector Bd (PYLD)
Meta Platforms Cl A (META)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Active Bd Etf (BOND)

View all positions for AE Wealth Management

Top funds holding Ishares Tr

LBMC Investment Advisors
Straight Path Wealth Management
MCF Advisors
Jane Street
First Western Trust Bank
Morgan Stanley
Northwestern Mutual Wealth Management Company
CNB Bank
Wells Fargo & Company
Bogart Wealth
AE Wealth Management

View all funds holding Ishares Tr