NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$2,906,000
+8.0%
27,809
+4.0%
0.19%
-9.0%
Q3 2021$2,691,000
-30.0%
26,739
-26.6%
0.21%
-31.8%
Q2 2021$3,843,000
+95.2%
36,451
+86.4%
0.31%
+76.0%
Q1 2021$1,969,000
+39.0%
19,553
+12.2%
0.18%
+28.7%
Q4 2020$1,417,000
-5.4%
17,426
+42.4%
0.14%
-15.5%
Q3 2020$1,498,000
+4.6%
12,238
+2.9%
0.16%
-3.6%
Q2 2020$1,432,000
+27.5%
11,898
+5.9%
0.17%
+15.2%
Q1 2020$1,123,000
-6.3%
11,233
+50.7%
0.14%
+16.9%
Q4 2019$1,199,000
-9.8%
7,454
-15.8%
0.12%
-13.9%
Q3 2019$1,330,000
-34.0%
8,857
-34.7%
0.14%
-33.3%
Q2 2019$2,016,000
+1271.4%
13,568
+1266.4%
0.22%
+483.8%
Q1 2019$147,000
-85.0%
993
-86.6%
0.04%
-81.9%
Q4 2018$979,000
+689.5%
7,427
+896.9%
0.20%
+251.7%
Q3 2018$124,000
-39.8%
745
-40.9%
0.06%
-26.6%
Q2 2018$206,000
-60.1%
1,261
-63.2%
0.08%
-27.5%
Q1 2018$516,000
+138.9%
3,424
+136.5%
0.11%
+81.7%
Q3 2017$216,000
-99.9%
1,448
+6.6%
0.06%
+30.4%
Q2 2017$190,000,000
+1.1%
1,358
+0.5%
0.05%
-11.5%
Q1 2017$188,000,000
-57.7%
1,351
-57.4%
0.05%
-33.3%
Q4 2016$444,000,000
+142665.3%
3,173
+27.4%
0.08%
+39.3%
Q3 2016$311,000
+92.0%
2,491
+79.3%
0.06%
+9.8%
Q2 2016$162,000
+174.6%
1,389
+165.1%
0.05%
+142.9%
Q1 2016$59,000
-16.9%
524
-21.1%
0.02%
-19.2%
Q4 2015$71,000
-15.5%
664
-17.3%
0.03%
-13.3%
Q3 2015$84,000
+25.4%
803
+40.6%
0.03%
+30.4%
Q2 2015$67,000
+48.9%
571
+49.9%
0.02%
+64.3%
Q1 2015$45,000
+55.2%
381
+53.6%
0.01%
+40.0%
Q4 2014$29,000
-85.4%
248
-86.6%
0.01%
-74.4%
Q3 2014$198,0001,8500.04%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders