NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 344 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$115,000
+18.6%
1,330
+13.0%
0.01%0.0%
Q3 2021$97,000
+40.6%
1,177
+37.7%
0.01%
+33.3%
Q2 2021$69,000
+40.8%
855
+31.1%
0.01%
+50.0%
Q1 2021$49,000
+11.4%
6520.0%0.00%0.0%
Q4 2020$44,000
+18.9%
652
+100.0%
0.00%0.0%
Q3 2020$37,000
+164.3%
326
+120.3%
0.00%
+100.0%
Q1 2020$14,000
-85.1%
148
-78.4%
0.00%
-80.0%
Q4 2019$94,000
+6.8%
6840.0%0.01%0.0%
Q3 2019$88,000
-22.8%
684
-24.8%
0.01%
-16.7%
Q2 2019$114,000
+256.2%
909
+230.5%
0.01%
+50.0%
Q1 2019$32,000
-77.5%
275
-79.4%
0.01%
-73.3%
Q4 2018$142,000
+51.1%
1,333
+72.0%
0.03%
-31.8%
Q3 2018$94,000
-75.8%
775
-76.5%
0.04%
-46.3%
Q1 2018$389,000
+39.4%
3,301
+34.7%
0.08%
+5.1%
Q3 2017$279,000
-99.9%
2,450
-3.2%
0.08%
+18.2%
Q2 2017$272,000,000
+17.7%
2,532
+13.7%
0.07%
+3.1%
Q1 2017$231,000,000
-7.6%
2,227
-9.5%
0.06%
+45.5%
Q4 2016$250,000,000
+520733.3%
2,462
+362.8%
0.04%
+388.9%
Q3 2016$48,000
+71.4%
532
+62.7%
0.01%0.0%
Q2 2016$28,000
-54.1%
327
-55.2%
0.01%
-59.1%
Q1 2016$61,000
-16.4%
730
-12.0%
0.02%
-18.5%
Q4 2015$73,000
-30.5%
830
-33.9%
0.03%
-28.9%
Q3 2015$105,000
+4.0%
1,255
+11.1%
0.04%
+8.6%
Q2 2015$101,000
-26.3%
1,130
-26.9%
0.04%
-20.5%
Q1 2015$137,000
-49.3%
1,545
-48.3%
0.04%
-51.1%
Q4 2014$270,000
+103.0%
2,990
+88.4%
0.09%
+246.2%
Q3 2014$133,0001,5870.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders