NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 195 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,526,000
+81.7%
50,683
+70.5%
0.10%
+51.5%
Q3 2021$840,000
-16.7%
29,719
-14.2%
0.07%
-18.5%
Q2 2021$1,008,000
+824.8%
34,648
+733.9%
0.08%
+710.0%
Q1 2021$109,000
+1716.7%
4,155
+1257.8%
0.01%
+900.0%
Q4 2020$6,000
-81.8%
306
-85.3%
0.00%
-75.0%
Q3 2020$33,000
+560.0%
2,078
+579.1%
0.00%
+300.0%
Q1 2020$5,000
-68.8%
306
-37.7%
0.00%
-50.0%
Q4 2019$16,0000.0%4910.0%0.00%0.0%
Q3 2019$16,000
-5.9%
4910.0%0.00%0.0%
Q2 2019$17,000
-19.0%
491
-14.6%
0.00%
-60.0%
Q1 2019$21,000
-47.5%
575
-54.7%
0.01%
-37.5%
Q4 2018$40,000
+8.1%
1,269
+45.0%
0.01%
-52.9%
Q3 2018$37,000
-7.5%
875
-19.4%
0.02%
+54.5%
Q3 2017$40,000
-100.0%
1,085
-54.5%
0.01%
-47.6%
Q2 2017$85,000,000
+3.7%
2,382
+7.8%
0.02%
-8.7%
Q1 2017$82,000,000
-40.6%
2,210
-33.3%
0.02%
-4.2%
Q4 2016$138,000,000
+87241.8%
3,313
-18.2%
0.02%
-17.2%
Q3 2016$158,000
+113.5%
4,051
+108.9%
0.03%
+26.1%
Q2 2016$74,000
+184.6%
1,939
+151.8%
0.02%
+155.6%
Q1 2016$26,000
+36.8%
770
+35.1%
0.01%
+28.6%
Q4 2015$19,000
+90.0%
570
+90.0%
0.01%
+75.0%
Q3 2015$10,000
+25.0%
300
+57.9%
0.00%
+33.3%
Q1 2015$8,000
-11.1%
1900.0%0.00%0.0%
Q4 2014$9,000
-92.5%
190
-91.8%
0.00%
-87.5%
Q3 2014$120,0002,3210.02%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 81,039$3,109,0003.66%
AMG National Trust Bank 634,768$24,350,0002.18%
ALLSTATE CORP 564,800$21,666,0001.42%
INVESTMENT PARTNERS, LTD. 25,850$992,0000.99%
Round Table Services, LLC 38,148$1,463,0000.82%
Stillwater Capital Advisors, LLC 71,745$2,752,0000.82%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 44,921$1,723,0000.81%
CETERA INVESTMENT MANAGEMENT LLC 35,319$1,355,0000.80%
Archford Capital Strategies, LLC 38,774$1,487,0000.78%
GRIMES & COMPANY, INC. 106,883$4,100,0000.55%
View complete list of ISHARES TR shareholders