NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 88 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$556,000
+2.8%
7,739
-6.2%
0.04%
-11.9%
Q3 2021$541,000
-2.7%
8,249
-4.0%
0.04%
-6.7%
Q2 2021$556,000
+15.4%
8,589
+414.3%
0.04%
+4.7%
Q1 2021$482,000
+39.3%
1,670
+40.1%
0.04%
+30.3%
Q4 2020$346,000
-25.1%
1,192
-30.9%
0.03%
-34.0%
Q3 2020$462,000
+516.0%
1,726
+328.3%
0.05%
+400.0%
Q1 2020$75,000
-20.2%
403
-10.2%
0.01%0.0%
Q4 2019$94,000
+25.3%
449
+15.1%
0.01%
+25.0%
Q3 2019$75,000
-1.3%
390
-1.0%
0.01%0.0%
Q2 2019$76,000
+61.7%
394
+34.0%
0.01%
-20.0%
Q4 2018$47,000
+95.8%
294
+80.4%
0.01%
+42.9%
Q3 2017$24,000
-99.9%
1630.0%0.01%
+16.7%
Q2 2017$23,000,000
-48.9%
163
-56.5%
0.01%
-25.0%
Q4 2016$45,000,000
+97726.1%
3750.0%0.01%0.0%
Q3 2016$46,000
+228.6%
375
+209.9%
0.01%
+60.0%
Q4 2014$14,000
-93.4%
121
-93.8%
0.01%
-88.1%
Q3 2014$211,0001,9420.04%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,578$12,665,0005.80%
FAS Wealth Partners, Inc. 878,504$56,892,0005.34%
Clearstead Advisors, LLC 837,559$54,240,0004.17%
Equitable Holdings, Inc. 3,649,835$236,363,0004.07%
Corsicana & Co. 54,930$3,557,0002.25%
DB Wealth Management Group, LLC 39,694$2,571,0001.65%
Treybourne Wealth Planners, Inc. 36,945$2,393,0001.48%
Brand Asset Management Group, Inc. 41,806$2,707,0001.32%
Towerpoint Wealth, LLC 30,350$1,965,0000.98%
TAP Consulting, LLC 52,822$3,421,0000.96%
View complete list of ISHARES TR shareholders