NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 101 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$53,000
+20.5%
682
+10.2%
0.00%0.0%
Q3 2021$44,000
-88.0%
619
-88.0%
0.00%
-89.7%
Q2 2021$368,000
+3245.5%
5,177
+2945.3%
0.03%
+2800.0%
Q1 2021$11,000
+37.5%
170
+41.7%
0.00%0.0%
Q4 2020$8,000
+14.3%
1200.0%0.00%0.0%
Q3 2020$7,000
-41.7%
120
-53.8%
0.00%
-50.0%
Q1 2020$12,000
+100.0%
260
+116.7%
0.00%
+100.0%
Q4 2019$6,000
-14.3%
120
-17.8%
0.00%0.0%
Q3 2019$7,000
-30.0%
146
-25.1%
0.00%0.0%
Q2 2019$10,000
+100.0%
195
+62.5%
0.00%0.0%
Q4 2018$5,000
-90.4%
120
-79.1%
0.00%
-92.9%
Q3 2017$52,000
-99.9%
575
-5.7%
0.01%
+16.7%
Q2 2017$51,000,000
+363.6%
610
+369.2%
0.01%
+300.0%
Q1 2017$11,000,000
+83.3%
130
+62.5%
0.00%
+200.0%
Q4 2016$6,000,000
+99900.0%
800.0%0.00%0.0%
Q3 2016$6,00080
+700.0%
0.00%
Q2 2016$0
-100.0%
10
-98.9%
0.00%
-100.0%
Q1 2016$68,000
-1.4%
9510.0%0.02%
-7.7%
Q4 2015$69,000
+6.2%
9510.0%0.03%
+13.0%
Q3 2015$65,000
-7.1%
951
+1.1%
0.02%
-4.2%
Q2 2015$70,000
-2.8%
9410.0%0.02%
+4.3%
Q1 2015$72,000
-2.7%
941
-3.6%
0.02%
-8.0%
Q4 2014$74,000
-43.1%
976
-41.8%
0.02%
-3.8%
Q3 2014$130,0001,6770.03%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
BigSur Wealth Management LLC 18,299$1,670,0001.19%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 21,329$1,946,0000.97%
Capital Advisors, Ltd. LLC 31,985$2,919,0000.94%
180 WEALTH ADVISORS, LLC 13,337$1,215,0000.63%
Carroll Financial Associates, Inc. 60,523$5,523,0000.61%
Daniel Devine & Co 4,425$404,0000.33%
Curbstone Financial Management Corp 12,650$1,154,0000.33%
GFS Advisors, LLC 14,500$1,323,0000.27%
FLAGSHIP HARBOR ADVISORS, LLC 8,844$790,0000.24%
Dorsey & Whitney Trust CO LLC 13,650$1,246,0000.23%
View complete list of ISHARES TR shareholders