NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 141 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$29,000
+314.3%
67
+272.2%
0.00%
+100.0%
Q3 2021$7,0000.0%180.0%0.00%0.0%
Q2 2021$7,000
-63.2%
18
-64.7%
0.00%
-50.0%
Q1 2021$19,000
+5.6%
510.0%0.00%0.0%
Q4 2020$18,000
+20.0%
51
+8.5%
0.00%0.0%
Q3 2020$15,000
-97.6%
47
-98.2%
0.00%
-96.9%
Q4 2019$631,000
+10.5%
2,606
-1.0%
0.06%
+4.8%
Q3 2019$571,000
+0.7%
2,6310.0%0.06%
+1.6%
Q2 2019$567,000
+600.0%
2,631
+572.9%
0.06%
+190.5%
Q1 2019$81,000
-5.8%
391
-21.8%
0.02%
+16.7%
Q4 2018$86,000
-1.1%
500
+20.2%
0.02%
-55.0%
Q3 2018$87,000
+690.9%
416
+520.9%
0.04%
+1233.3%
Q3 2017$11,000
-100.0%
67
-86.3%
0.00%
-82.4%
Q2 2017$71,000,000
+610.0%
488
+628.4%
0.02%
+466.7%
Q1 2017$10,000,000
-52.4%
67
-59.9%
0.00%
-25.0%
Q4 2016$21,000,000
+99900.0%
1670.0%0.00%0.0%
Q3 2016$21,000
+200.0%
167
+149.3%
0.00%
+100.0%
Q2 2016$7,0000.0%670.0%0.00%0.0%
Q1 2016$7,0000.0%670.0%0.00%
-33.3%
Q4 2015$7,000
+16.7%
670.0%0.00%
+50.0%
Q3 2015$6,000
-40.0%
67
-33.0%
0.00%0.0%
Q3 2014$10,0001000.00%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 42,383$11,715,00027.17%
Mathes Company, Inc. 31,655$8,750,0004.88%
Legacy Financial Strategies, LLC 35,377$9,779,0004.55%
SHELTON WEALTH MANAGEMENT, LLC 12,086$3,341,0002.98%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 196,690$54,367,0002.56%
Equitable Holdings, Inc. 460,750$127,356,0002.49%
AFT, FORSYTH & COMPANY, INC. 9,957$2,752,0002.46%
WestEnd Advisors, LLC 241,520$66,758,0002.24%
Karp Capital Management Corp 42,383$11,715,0002.20%
Destination Wealth Management 168,978$46,707,0001.96%
View complete list of ISHARES TR shareholders