How many shares of USIG does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 9,244 shares of USIG (ISHARES TR).

What is AE Wealth Management LLC's USIG position worth?

As of 2026-Q2, AE Wealth Management LLC's USIG position is worth $474,113.

Is AE Wealth Management LLC buying or selling USIG?

In 2026-Q2, AE Wealth Management LLC decreased their USIG position (-12.7% change in shares).

When did AE Wealth Management LLC first buy USIG?

Based on available 13F filings, AE Wealth Management LLC first reported a position in USIG in 2019-Q1. They have held the position across 30 quarters.

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AE Wealth Management LLC

USIG
30 quarters

Position history for AE Wealth Management LLC's holdings in ISHARES TR

Current Value

$474,113

Current Shares

9,244

Total Value Change

-$25.5M

Total Shares Change

-460,583

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	9,244	-12.7%	$474,113	0.0%	$50.88	0
2026-Q1	Decreased	10,586	-30.5%	$542,333	0.0%	$50.22	0
2025-Q4	Increased	15,230	+32.7%	$788,470	0.0%	$50.36	32
2025-Q3	Increased	11,479	+4.8%	$599,410	0.0%	$50.01	26
2025-Q2	Decreased	10,950	-98.5%	$563,284	0.0%	$48.69	0
2025-Q1	Decreased	744,128	-5.7%	$38M	0.3%	$47.80	0
2024-Q4	Increased	789,085	+1.9%	$39.7M	0.3%	$46.69	35
2024-Q3	Increased	774,176	+7.2%	$40.7M	0.4%	$48.09	37
2024-Q2	Increased	722,047	+6.2%	$36.3M	0.4%	$45.41	37
2024-Q1	Decreased	679,781	-56.9%	$34.5M	0.4%	$45.41	0
2023-Q4	Increased	1.6M	+2.4%	$79.9M	0.4%	$45.52	36
2023-Q3	Decreased	1.5M	-1.0%	$73.9M	0.4%	$42.08	0
2023-Q2	Increased	1.6M	+9.9%	$77.8M	0.5%	$43.40	39
2023-Q1	Decreased	1.4M	-3.2%	$71.6M	0.5%	$43.46	0
2022-Q4	Decreased	1.5M	-6.4%	$71.7M	0.5%	$41.88	0
2022-Q3	Decreased	1.6M	-9.6%	$75M	0.6%	$40.50	0
2022-Q2	Decreased	1.7M	-15.2%	$88M	0.7%	$42.63	0
2022-Q1	Decreased	2M	-3.3%	$112.1M	0.8%	$45.73	0
2021-Q4	Increased	2.1M	+0.7%	$125.9M	0.9%	$49.44	43
2021-Q3	Decreased	2.1M	-6.0%	$125.8M	1.0%	$49.37	0
2021-Q2	Increased	2.2M	+2.4%	$134.9M	1.2%	$49.49	49
2021-Q1	Increased	2.2M	+13.3%	$128.4M	1.3%	$47.94	54
2020-Q4	Increased	1.9M	+9.9%	$119M	1.4%	$50.11	52
2020-Q3	Increased	1.7M	+15.6%	$106.2M	1.5%	$48.70	54
2020-Q2	Increased	1.5M	+35.0%	$91.4M	1.4%	$48.09	61
2020-Q1	Decreased	1.1M	-1.2%	$62.8M	1.4%	$44.23	0
2019-Q4	Increased	1.1M	+13.8%	$66.1M	1.4%	$45.79	53
2019-Q3	Decreased	996,213	-12.7%	$58.1M	1.7%	$45.28	0
2019-Q2	Increased	1.1M	+142.8%	$65.1M	2.0%	$43.96	75
2019-Q1	New	469,827	-	$26M	1.8%	$42.20	65

Other major holders of USIG: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/, UBS Group AG

USIG30 quarters

USIG
30 quarters