NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 119 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$31,000
+6.9%
998
+0.7%
0.00%0.0%
Q3 2021$29,000
-3.3%
9910.0%0.00%0.0%
Q2 2021$30,000
+11.1%
9910.0%0.00%0.0%
Q1 2021$27,000
+17.4%
9910.0%0.00%0.0%
Q4 2020$23,000
+187.5%
991
+154.8%
0.00%
+100.0%
Q3 2020$8,000
+14.3%
389
-8.3%
0.00%0.0%
Q1 2020$7,000
-12.5%
424
+54.7%
0.00%0.0%
Q4 2019$8,000
-11.1%
274
-15.2%
0.00%0.0%
Q3 2019$9,000
-10.0%
3230.0%0.00%0.0%
Q2 2019$10,000
-41.2%
323
-49.5%
0.00%
-75.0%
Q4 2018$17,000
-99.8%
640
+89.9%
0.00%
+33.3%
Q2 2017$11,000,000
+10.0%
337
+14.2%
0.00%0.0%
Q1 2017$10,000,000
-79.2%
295
-78.1%
0.00%
-62.5%
Q4 2016$48,000,000
+104247.8%
1,3450.0%0.01%0.0%
Q3 2016$46,000
+12.2%
1,345
-6.6%
0.01%
-46.7%
Q3 2015$41,000
-34.9%
1,440
-17.2%
0.02%
-31.8%
Q2 2015$63,000
-38.2%
1,740
-36.5%
0.02%
-33.3%
Q1 2015$102,000
-20.9%
2,740
-18.4%
0.03%
-23.3%
Q4 2014$129,000
-68.1%
3,359
-62.9%
0.04%
-46.9%
Q3 2014$405,0009,0570.08%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 484,718$18,986,4116.28%
Sowa Financial Group, Inc. 169,298$6,6314.75%
Milestone Advisory Partners 98,503$3,858,3633.56%
Family Firm, Inc. 255,072$9,991,1592.77%
THEORY FINANCIAL LLC 86,063$3,371,0882.02%
Midwest Professional Planners, LTD. 95,692$3,748,2661.83%
Cadent Capital Advisors, LLC 101,446$3,973,6551.82%
Zeit Capital LLC 42,210$1,653,3781.53%
Capital CS Group, LLC 40,257$1,576,8701.49%
Windward Private Wealth Management Inc. 66,687$2,612,1301.12%
View complete list of ISHARES TR shareholders