NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 126 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 3.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$32,000
+14.3%
1150.0%0.00%0.0%
Q3 2021$28,000
-6.7%
1150.0%0.00%0.0%
Q2 2021$30,0000.0%1150.0%0.00%
-33.3%
Q1 2021$30,000
+172.7%
115
+101.8%
0.00%
+200.0%
Q4 2019$11,0000.0%570.0%0.00%0.0%
Q3 2019$11,0000.0%570.0%0.00%0.0%
Q2 2019$11,000
+266.7%
57
+235.3%
0.00%0.0%
Q1 2019$3,000
-76.9%
17
-77.9%
0.00%
-66.7%
Q4 2018$13,000
-18.8%
770.0%0.00%
-57.1%
Q3 2018$16,000
-63.6%
77
-69.1%
0.01%
-41.7%
Q3 2017$44,000
-99.9%
249
-35.8%
0.01%
-25.0%
Q2 2017$67,000,000
+4.7%
3880.0%0.02%
-11.1%
Q1 2017$64,000,000
-63.6%
388
-64.2%
0.02%
-41.9%
Q4 2016$176,000,000
+112001.9%
1,083
+0.1%
0.03%
+10.7%
Q3 2016$157,000
+256.8%
1,082
+228.9%
0.03%
+100.0%
Q2 2016$44,000
-49.4%
329
-46.2%
0.01%
-54.8%
Q1 2016$87,000
+6.1%
6110.0%0.03%0.0%
Q4 2015$82,000
-39.3%
611
-36.7%
0.03%
-35.4%
Q3 2015$135,000
-3.6%
9660.0%0.05%0.0%
Q2 2015$140,000
-31.7%
966
-26.3%
0.05%
-27.3%
Q1 2015$205,000
+5.1%
1,311
+10.1%
0.07%
+1.5%
Q4 2014$195,000
+150.0%
1,191
+129.0%
0.06%
+306.2%
Q3 2014$78,0005200.02%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders