NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

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 Q4 2021
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders