NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 201 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$32,000
+60.0%
385
+45.8%
0.00%0.0%
Q3 2021$20,000
+66.7%
264
+65.0%
0.00%
+100.0%
Q2 2021$12,0000.0%1600.0%0.00%0.0%
Q1 2021$12,000
+9.1%
1600.0%0.00%0.0%
Q4 2020$11,000
+10.0%
160
+300.0%
0.00%0.0%
Q3 2020$10,000
+42.9%
400.0%0.00%0.0%
Q1 2020$7,000
-83.7%
40
-78.9%
0.00%
-75.0%
Q4 2019$43,000
+4.9%
1900.0%0.00%0.0%
Q3 2019$41,0000.0%1900.0%0.00%0.0%
Q2 2019$41,000
+32.3%
190
+26.7%
0.00%
-50.0%
Q1 2019$31,000
-8.8%
150
-21.1%
0.01%
+14.3%
Q4 2018$34,000
+6.2%
190
+26.7%
0.01%
-53.3%
Q3 2018$32,000
+3.2%
150
-21.1%
0.02%
+66.7%
Q3 2017$31,000
-100.0%
190
-76.2%
0.01%
-71.9%
Q2 2017$131,000,000
+322.6%
797
+319.5%
0.03%
+255.6%
Q1 2017$31,000,000
-41.5%
190
-45.7%
0.01%0.0%
Q4 2016$53,000,000
+89730.5%
350
-13.2%
0.01%
-18.2%
Q3 2016$59,000
+18.0%
403
+15.1%
0.01%
-31.2%
Q2 2016$50,000
-54.1%
350
-53.3%
0.02%
-57.9%
Q1 2016$109,000
+0.9%
7500.0%0.04%
-5.0%
Q4 2015$108,000
+4.9%
7500.0%0.04%
+8.1%
Q3 2015$103,000
-16.9%
750
-13.8%
0.04%
-14.0%
Q2 2015$124,000
-0.8%
8700.0%0.04%
+7.5%
Q1 2015$125,000
+4.2%
8700.0%0.04%0.0%
Q4 2014$120,000
+20.0%
870
+8.3%
0.04%
+100.0%
Q3 2014$100,0008030.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders