NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 380 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$482,000
+435.6%
5,652
+398.9%
0.03%
+357.1%
Q3 2021$90,000
-2.2%
1,133
-0.2%
0.01%0.0%
Q2 2021$92,000
-55.1%
1,135
-56.7%
0.01%
-61.1%
Q1 2021$205,000
+7.3%
2,621
-0.9%
0.02%0.0%
Q4 2020$191,000
+13.7%
2,646
+277.5%
0.02%0.0%
Q3 2020$168,000
+22.6%
701
-8.7%
0.02%0.0%
Q1 2020$137,000
-67.5%
768
-56.6%
0.02%
-58.1%
Q4 2019$421,000
+5.8%
1,770
-0.4%
0.04%0.0%
Q3 2019$398,000
-5.9%
1,777
-5.1%
0.04%
-4.4%
Q2 2019$423,000
+331.6%
1,872
+316.9%
0.04%
+80.0%
Q1 2019$98,000
-69.8%
449
-73.5%
0.02%
-62.7%
Q4 2018$324,000
+153.1%
1,693
+207.3%
0.07%
+13.6%
Q3 2018$128,000
-49.8%
551
-51.4%
0.06%
-39.8%
Q2 2018$255,000
-57.0%
1,134
-58.2%
0.10%
-21.6%
Q1 2018$593,000
+174.5%
2,715
+171.2%
0.12%
+35.9%
Q4 2017$216,000
-15.0%
1,001
-18.9%
0.09%
+29.6%
Q3 2017$254,000
-99.9%
1,235
+4.6%
0.07%
+24.6%
Q2 2017$232,000,000
+6.4%
1,181
+5.1%
0.06%
-6.6%
Q1 2017$218,000,000
-77.2%
1,124
-78.6%
0.06%
-63.7%
Q4 2016$956,000,000
+155094.8%
5,244
+48.9%
0.17%
+51.4%
Q3 2016$616,000
+208.0%
3,523
+197.6%
0.11%
+76.2%
Q2 2016$200,000
+19.0%
1,184
+14.3%
0.06%
+6.8%
Q1 2016$168,000
-9.2%
1,036
-10.0%
0.06%
-14.5%
Q4 2015$185,000
-26.9%
1,151
-28.7%
0.07%
-24.2%
Q3 2015$253,000
+3.3%
1,615
+11.4%
0.09%
+8.3%
Q2 2015$245,000
+35.4%
1,450
+36.7%
0.08%
+44.8%
Q1 2015$181,000
+11.0%
1,061
+3.7%
0.06%
+7.4%
Q4 2014$163,000
-55.2%
1,023
-57.4%
0.05%
-25.0%
Q3 2014$364,0002,4040.07%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders