NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 183 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$14,000
+7.7%
1200.0%0.00%0.0%
Q3 2021$13,0000.0%1200.0%0.00%0.0%
Q2 2021$13,000
+8.3%
1200.0%0.00%0.0%
Q1 2021$12,000
+9.1%
1200.0%0.00%0.0%
Q4 2020$11,000
+10.0%
120
+100.0%
0.00%0.0%
Q3 2020$10,000
+25.0%
600.0%0.00%0.0%
Q1 2020$8,000
-78.4%
60
-73.9%
0.00%
-75.0%
Q4 2019$37,000
-5.1%
230
-12.5%
0.00%0.0%
Q3 2019$39,000
+2.6%
263
+1.2%
0.00%0.0%
Q2 2019$38,000
-20.8%
260
-23.5%
0.00%
-66.7%
Q1 2019$48,000
+14.3%
3400.0%0.01%
+33.3%
Q4 2018$42,000
-14.3%
3400.0%0.01%
-60.9%
Q3 2018$49,000
-40.2%
340
-46.9%
0.02%0.0%
Q3 2017$82,000
-99.9%
640
+33.3%
0.02%
+64.3%
Q2 2017$58,000,000
+1.8%
4800.0%0.01%
-12.5%
Q1 2017$57,000,000
-88.8%
480
-89.5%
0.02%
-82.2%
Q4 2016$511,000,000
+103132.3%
4,5600.0%0.09%
+1.1%
Q3 2016$495,000
+890.0%
4,560
+850.0%
0.09%
+456.2%
Q2 2016$50,000
+2.0%
4800.0%0.02%
-5.9%
Q1 2016$49,000
+36.1%
480
+35.2%
0.02%
+30.8%
Q4 2015$36,000
+5.9%
3550.0%0.01%
+8.3%
Q3 2015$34,000
+9.7%
355
+18.3%
0.01%
+9.1%
Q2 2015$31,0000.0%3000.0%0.01%
+10.0%
Q1 2015$31,0000.0%3000.0%0.01%0.0%
Q4 2014$31,000
-92.5%
300
-92.8%
0.01%
-87.8%
Q3 2014$412,0004,1530.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,120$3,878,2982.06%
Sage Investment Advisers LLC 11,969$1,250,5071.72%
Vahanian & Associates Financial Planning Inc. 3,645$380,8301.22%
SEVEN MILE ADVISORY 9,306$972,2911.02%
Mine & Arao Wealth Creation & Management, LLC. 11,178$1,167,8390.71%
WASHBURN CAPITAL MANAGEMENT, INC. 6,095$636,8060.54%
Ballew Advisors, Inc 6,208$643,5830.53%
TrinityPoint Wealth, LLC 21,365$2,232,1810.44%
Mathes Company, Inc. 9,000$9400.44%
Kaydan Wealth Management, Inc. 9,292$970,8280.39%
View complete list of ISHARES TR shareholders