NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 120 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$29,0000.0%870
-2.0%
0.00%0.0%
Q3 2021$29,000
+3.6%
888
+4.1%
0.00%0.0%
Q2 2021$28,0000.0%8530.0%0.00%0.0%
Q1 2021$28,000
+7.7%
853
+0.2%
0.00%0.0%
Q4 2020$26,000
+18.2%
851
+4.5%
0.00%0.0%
Q3 2020$22,000
+15.8%
814
+6.5%
0.00%0.0%
Q1 2020$19,000
-17.4%
764
-0.1%
0.00%0.0%
Q4 2019$23,000
+4.5%
7650.0%0.00%0.0%
Q3 2019$22,0000.0%765
+1.6%
0.00%0.0%
Q2 2019$22,000
+340.0%
753
+327.8%
0.00%
+100.0%
Q1 2019$5,000
-81.5%
176
-82.9%
0.00%
-83.3%
Q4 2018$27,000
+107.7%
1,032
+142.3%
0.01%0.0%
Q3 2018$13,000
+62.5%
426
+70.4%
0.01%
+200.0%
Q3 2017$8,000
-100.0%
250
-67.4%
0.00%
-66.7%
Q2 2017$25,000,000
+47.1%
766
+53.2%
0.01%
+20.0%
Q1 2017$17,000,000
-51.4%
500
-50.1%
0.01%
-16.7%
Q4 2016$35,000,000
+124900.0%
1,002
+16.0%
0.01%
+20.0%
Q3 2016$28,000
+133.3%
864
+138.7%
0.01%
+25.0%
Q2 2016$12,000
+71.4%
362
+44.8%
0.00%
+100.0%
Q1 2016$7,0000.0%2500.0%0.00%
-33.3%
Q4 2015$7,000
-12.5%
250
-19.9%
0.00%0.0%
Q3 2015$8,000
-11.1%
3120.0%0.00%0.0%
Q2 2015$9,000
+800.0%
312
+403.2%
0.00%
Q1 2015$1,000
-50.0%
620.0%0.00%
-100.0%
Q4 2014$2,000
-90.5%
62
-91.0%
0.00%
-75.0%
Q3 2014$21,0006900.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders