NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 141 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$270,000
+104.5%
1,396
+98.9%
0.02%
+80.0%
Q3 2021$132,000
+3.1%
702
+1.4%
0.01%0.0%
Q2 2021$128,000
+7.6%
6920.0%0.01%
-9.1%
Q1 2021$119,000
+54.5%
692
+34.6%
0.01%
+57.1%
Q4 2020$77,000
-33.0%
514
-45.4%
0.01%
-41.7%
Q3 2020$115,000
-42.8%
941
-44.1%
0.01%
-47.8%
Q2 2020$201,000
+14.2%
1,684
-1.6%
0.02%0.0%
Q1 2020$176,000
-48.4%
1,712
-23.9%
0.02%
-34.3%
Q4 2019$341,000
+11.1%
2,249
+0.1%
0.04%
+6.1%
Q3 2019$307,000
+2.0%
2,247
+0.0%
0.03%
+3.1%
Q2 2019$301,000
+2408.3%
2,246
+2289.4%
0.03%
+966.7%
Q1 2019$12,000
-95.6%
94
-96.1%
0.00%
-94.6%
Q4 2018$271,000
+1984.6%
2,412
+2466.0%
0.06%
+833.3%
Q3 2018$13,000
-72.3%
94
-75.8%
0.01%
-53.8%
Q3 2017$47,000
-99.9%
388
-32.4%
0.01%
-18.8%
Q2 2017$65,000,000
+20.4%
574
+14.6%
0.02%
+6.7%
Q1 2017$54,000,000
-38.6%
501
-39.6%
0.02%0.0%
Q4 2016$88,000,000
+977677.8%
829
+729.0%
0.02%
+650.0%
Q3 2014$9,0001000.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,848,0108.85%
Kozak & Associates, Inc. 79,445$12,194,8074.46%
SAM Advisors, LLC 41,000$6,340,2402.75%
RiverFront Investment Group, LLC 453,505$70,1292.49%
ARKANSAS FINANCIAL GROUP, INC. 47,871$7,402,7901.51%
Baltimore-Washington Financial Advisors, Inc. 110,214$17,043,5661.38%
Financial Freedom, LLC 11,268$1,742,4161.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 39,526$6,112,3011.20%
COTTONWOOD CAPITAL ADVISORS, LLC 6,001$927,9550.87%
Snider Financial Group 11,249$1,739,6090.84%
View complete list of ISHARES TR shareholders