NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 49 filers reported holding ISHARES TR in Q1 2017. 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$1,0000.0%110.0%0.00%
Q3 2021$1,00011
+175.0%
0.00%
Q2 2021$0
-100.0%
4
-42.9%
0.00%
Q1 2021$1,0000.0%70.0%0.00%
Q4 2020$1,0007
+75.0%
0.00%
Q3 2020$0
-100.0%
4
-96.2%
0.00%
-100.0%
Q4 2016$6,000,000
+119900.0%
1050.0%0.00%0.0%
Q3 2016$5,000
-37.5%
105
-40.0%
0.00%
-66.7%
Q4 2015$8,000
+14.3%
1750.0%0.00%0.0%
Q3 2015$7,000
-22.2%
1750.0%0.00%0.0%
Q2 2015$9,000
-10.0%
175
-12.5%
0.00%0.0%
Q1 2015$10,000
-9.1%
2000.0%0.00%
-25.0%
Q4 2014$11,000
-26.7%
200
-34.4%
0.00%
+33.3%
Q3 2014$15,0003050.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders