NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 142 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$568,000
+3.3%
6,418
-7.9%
0.04%
-14.0%
Q3 2021$550,000
+5.0%
6,969
+4.3%
0.04%
+2.4%
Q2 2021$524,000
-2.6%
6,679
-1.2%
0.04%
-12.5%
Q1 2021$538,000
+10.5%
6,758
+7.6%
0.05%
+2.1%
Q4 2020$487,000
+6.6%
6,279
+100.5%
0.05%
-4.1%
Q3 2020$457,000
+4.8%
3,132
+0.8%
0.05%
-3.9%
Q2 2020$436,000
+15.6%
3,108
+13.9%
0.05%
+4.1%
Q1 2020$377,000
-54.4%
2,729
-46.5%
0.05%
-42.4%
Q4 2019$826,000
-8.4%
5,099
-8.0%
0.08%
-13.3%
Q3 2019$902,000
+14.2%
5,540
+5.7%
0.10%
+15.3%
Q2 2019$790,000
+1480.0%
5,239
+1431.9%
0.08%
+553.8%
Q1 2019$50,000
-91.3%
342
-92.1%
0.01%
-89.2%
Q4 2018$578,000
+1129.8%
4,306
+1130.3%
0.12%
+445.5%
Q3 2018$47,000
-85.6%
350
-85.9%
0.02%
-82.5%
Q2 2018$327,000
-36.9%
2,478
-39.1%
0.13%
+15.6%
Q1 2018$518,000
+1133.3%
4,068
+1220.8%
0.11%
+808.3%
Q3 2017$42,000
-100.0%
308
-91.5%
0.01%
-89.7%
Q2 2017$474,000,000
+690.0%
3,643
+678.4%
0.12%
+582.4%
Q1 2017$60,000,000
-68.9%
468
-70.5%
0.02%
-50.0%
Q4 2016$193,000,000
+25599.1%
1,584
-74.1%
0.03%
-75.0%
Q3 2016$751,000
+18.8%
6,124
+27.1%
0.14%
-32.3%
Q2 2016$632,000
+52.3%
4,820
+43.6%
0.20%
+37.7%
Q1 2016$415,000
+1876.2%
3,357
+1621.5%
0.15%
+1985.7%
Q1 2015$21,000
+90.9%
195
+105.3%
0.01%
+75.0%
Q4 2014$11,000
-64.5%
95
-67.8%
0.00%
-33.3%
Q3 2014$31,0002950.01%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 136,609$16,744,0003.21%
MinichMacGregor Wealth Management, LLC 24,995$3,063,0002.87%
Destination Wealth Management 246,806$30,251,0002.34%
GRIMES & COMPANY, INC. 62,624$7,676,0001.03%
Fernwood Investment Management, LLC 7,797$956,0000.88%
SPC Financial, Inc. 16,597$2,034,0000.65%
Family Firm, Inc. 9,408$1,153,0000.55%
Evanson Asset Management, LLC 14,399$1,765,0000.50%
Virtu Financial LLC 23,128$2,835,0000.49%
Winch Advisory Services, LLC 4,857$595,0000.48%
View complete list of ISHARES TR shareholders