NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$189,000
+44.3%
630
+32.9%
0.01%
+20.0%
Q3 2021$131,000
+28.4%
474
+27.1%
0.01%
+25.0%
Q2 2021$102,000
-9.7%
373
-16.7%
0.01%
-20.0%
Q1 2021$113,000
+73.8%
448
+69.7%
0.01%
+66.7%
Q4 2020$65,000
+27.5%
264
+18.4%
0.01%
+20.0%
Q3 2020$51,000
+18.6%
223
-3.5%
0.01%
-16.7%
Q1 2020$43,000
-73.9%
231
-69.7%
0.01%
-64.7%
Q4 2019$165,000
+6.5%
762
-7.3%
0.02%0.0%
Q3 2019$155,000
-3.7%
822
+0.1%
0.02%0.0%
Q2 2019$161,000
-19.5%
821
-20.4%
0.02%
-66.7%
Q1 2019$200,000
+23.5%
1,032
+15.3%
0.05%
+50.0%
Q4 2018$162,000
+326.3%
895
+373.5%
0.03%
+88.9%
Q3 2018$38,000
-90.1%
189
-91.5%
0.02%
-77.8%
Q1 2018$382,000
+297.9%
2,213
+300.9%
0.08%
+200.0%
Q3 2017$96,000
-99.8%
552
+93.0%
0.03%
+125.0%
Q2 2017$48,000,000
+6.7%
2860.0%0.01%
-7.7%
Q1 2017$45,000,000
-86.7%
286
-87.8%
0.01%
-78.3%
Q4 2016$339,000,000
+96481.2%
2,349
+0.6%
0.06%
-4.8%
Q3 2016$351,000
+187.7%
2,336
+183.8%
0.06%
+61.5%
Q2 2016$122,000
+29.8%
823
+22.3%
0.04%
+18.2%
Q1 2016$94,000
-43.7%
673
-39.9%
0.03%
-46.8%
Q4 2015$167,000
-73.3%
1,119
-75.0%
0.06%
-72.3%
Q3 2015$625,000
+22.5%
4,473
+39.0%
0.22%
+27.3%
Q2 2015$510,000
+120.8%
3,217
+114.9%
0.18%
+137.8%
Q1 2015$231,000
+14.9%
1,497
+7.2%
0.07%
+10.4%
Q4 2014$201,000
-25.8%
1,397
-30.7%
0.07%
+24.1%
Q3 2014$271,0002,0160.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders