NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 145 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$75,000
-1.3%
6380.0%0.01%
-16.7%
Q3 2021$76,000
+20.6%
638
+19.7%
0.01%
+20.0%
Q2 2021$63,0000.0%5330.0%0.01%
-16.7%
Q1 2021$63,000
-1.6%
5330.0%0.01%0.0%
Q4 2020$64,000
-1.5%
5330.0%0.01%
-14.3%
Q3 2020$65,000
+1.6%
5330.0%0.01%
-12.5%
Q1 2020$64,000
+3.2%
5330.0%0.01%
+33.3%
Q4 2019$62,0000.0%5330.0%0.01%
-14.3%
Q3 2019$62,000
+1.6%
5330.0%0.01%0.0%
Q2 2019$61,000
+1.7%
5330.0%0.01%
-41.7%
Q4 2018$60,0005330.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Capstone Financial Group, Inc. 109,906$13,283,00010.27%
BTS Asset Management, Inc. 3,495$423,0004.93%
AMJ Financial Wealth Management 53,593$6,489,0003.82%
Total Clarity Wealth Management, Inc. 18,451$2,234,0001.95%
Karp Capital Management Corp 49,512$5,995,0001.47%
RKL Wealth Management LLC 75,641$9,159,0001.46%
UBP Investment Advisors SA 14,229$1,723,0001.33%
Smart Money Group LLC 24,923$3,018,0001.30%
H&H Retirement Design & Management INC 13,654$1,653,0001.30%
Copperleaf Capital, LLC 9,843$1,192,0001.15%
View complete list of ISHARES TR shareholders