NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 134 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$47,000
-56.9%
483
-59.2%
0.01%
-58.3%
Q3 2019$109,000
-14.2%
1,183
-11.6%
0.01%
-14.3%
Q2 2019$127,000
+46.0%
1,338
+40.7%
0.01%
-36.4%
Q1 2019$87,000
-28.7%
951
-34.5%
0.02%
-12.0%
Q4 2018$122,000
-11.6%
1,453
+3.3%
0.02%
-60.9%
Q3 2018$138,000
-68.7%
1,406
-68.5%
0.06%
-62.1%
Q2 2018$441,000
-44.7%
4,457
-46.3%
0.17%
+0.6%
Q1 2018$797,000
+34.9%
8,295
+43.5%
0.17%
-33.6%
Q4 2017$591,000
-3.1%
5,779
-6.6%
0.25%
+48.8%
Q3 2017$610,000
-99.9%
6,188
+11.8%
0.17%
+40.5%
Q2 2017$494,000,000
+26.0%
5,534
+25.9%
0.12%
+11.0%
Q1 2017$392,000,000
-32.6%
4,394
-37.2%
0.11%
+6.9%
Q4 2016$582,000,000
+938609.7%
7,001
+785.1%
0.10%
+827.3%
Q3 2016$62,000
-7.5%
791
-11.5%
0.01%
-47.6%
Q2 2016$67,000
-4.3%
894
-7.7%
0.02%
-16.0%
Q1 2016$70,000
+2.9%
9690.0%0.02%0.0%
Q4 2015$68,000
-10.5%
969
-17.5%
0.02%
-7.4%
Q3 2015$76,000
-19.1%
1,1750.0%0.03%
-15.6%
Q2 2015$94,000
-9.6%
1,175
-7.8%
0.03%
-3.0%
Q1 2015$104,000
-1.0%
1,2750.0%0.03%
-5.7%
Q4 2014$105,000
-13.2%
1,275
-9.3%
0.04%
+45.8%
Q3 2014$121,0001,4060.02%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Lionsbridge Wealth Management LLC 11,202$1,570,0001.69%
MinichMacGregor Wealth Management, LLC 31,872$4,468,0001.36%
First Citizens Financial Corp 12,280$1,722,0001.26%
EWG Elevate Inc. 13,359$1,873,0000.92%
Navis Wealth Advisors, LLC 7,538$1,057,0000.89%
Consilium Wealth Advisory, LLC 7,743$1,086,0000.70%
Pathway Financial Advisors LLC 12,560$1,646,0000.59%
UNIONVIEW, LLC 4,036$566,0000.53%
Vahanian & Associates Financial Planning Inc. 4,656$653,0000.53%
SOUTHERN CAPITAL ADVISORS, LLC 5,164$724,0000.45%
View complete list of ISHARES TR shareholders