NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.17 and the average weighting 1.4%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$11,245,000
+7.4%
39,723
-0.2%
0.74%
-9.5%
Q3 2021$10,470,000
+5.0%
39,799
+7.2%
0.82%
+2.3%
Q2 2021$9,975,000
-10.9%
37,119
-13.7%
0.80%
-19.6%
Q1 2021$11,191,000
+4.7%
42,998
-7.6%
0.99%
-2.9%
Q4 2020$10,693,000
+43.5%
46,526
+15.7%
1.02%
+27.7%
Q3 2020$7,451,000
-16.3%
40,206
-19.7%
0.80%
-22.8%
Q2 2020$8,907,000
+53.4%
50,093
+24.1%
1.04%
+38.7%
Q1 2020$5,808,000
-19.4%
40,374
+15.4%
0.75%
+0.8%
Q4 2019$7,203,000
+10.2%
34,998
+3.4%
0.74%
+4.6%
Q3 2019$6,538,000
+5.8%
33,832
+6.3%
0.71%
+7.3%
Q2 2019$6,180,000
+488.6%
31,815
+473.7%
0.66%
+148.9%
Q1 2019$1,050,000
-81.6%
5,546
-83.8%
0.27%
-77.6%
Q4 2018$5,699,000
+1632.2%
34,319
+2002.9%
1.18%
+674.5%
Q3 2018$329,000
-65.5%
1,632
-66.7%
0.15%
-58.3%
Q2 2018$955,000
-77.8%
4,902
-78.6%
0.37%
-59.5%
Q1 2018$4,299,000
+305.9%
22,920
+310.8%
0.91%
+100.2%
Q4 2017$1,059,000
-13.2%
5,579
-17.1%
0.45%
+33.2%
Q3 2017$1,220,000
-99.9%
6,726
-22.9%
0.34%
-8.4%
Q2 2017$1,517,000,000
+58.0%
8,719
+56.7%
0.37%
+39.0%
Q1 2017$960,000,000
-60.4%
5,563
-62.1%
0.27%
-37.3%
Q4 2016$2,424,000,000
+81819.6%
14,662
-23.3%
0.43%
-20.2%
Q3 2016$2,959,000
+136.5%
19,123
+128.3%
0.53%
+34.5%
Q2 2016$1,251,000
+133.0%
8,376
+124.9%
0.40%
+110.1%
Q1 2016$537,000
+3.3%
3,725
-0.2%
0.19%
-2.6%
Q4 2015$520,000
-55.2%
3,734
-56.1%
0.19%
-53.4%
Q3 2015$1,162,000
-15.9%
8,510
-7.6%
0.42%
-12.6%
Q2 2015$1,381,000
+12.4%
9,210
+13.8%
0.48%
+20.8%
Q1 2015$1,229,000
+4.7%
8,093
-0.2%
0.39%
+1.0%
Q4 2014$1,174,000
-52.1%
8,108
-54.8%
0.39%
-20.1%
Q3 2014$2,451,000
+2853.0%
17,924
+2862.6%
0.49%
+1034.9%
Q2 2014$83,0006050.04%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 154,686$38,57128.94%
Holland Advisory Services, Inc. 74,919$18,680,95023.75%
LVZ, Inc. 483,808$120,637,49019.46%
Leonard Rickey Investment Advisors P.L.L.C. 231,062$57,615,30118.85%
Chandler Asset Management, Inc. 307,779$76,744,68218.62%
New England Professional Planning Group Inc. 120,234$29,982,83218.57%
Harbor Group, Inc. 128,160$31,956,79418.00%
Investments & Financial Planning, LLC 77,046$19,211,49717.13%
Platt Investment Counsel, LLC 53,509$13,342,40715.92%
TRUEFG, LLC 147,396$36,753,14515.90%
View complete list of ISHARES TR shareholders