NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 100 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.57 and the average weighting 0.2%.

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 Q4 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,980$1,018,0004.93%
NORTHWEST INVESTMENT COUNSELORS, LLC 193,533$16,450,0004.60%
Boston Standard Wealth Management, LLC 65,795$5,593,000,0001.67%
Independent Family Office, LLC 42,166$3,584,0001.47%
Delos Wealth Advisors, LLC 9,116$775,0000.85%
CAMG Solamere Management, LLC 8,710$741,0000.61%
MD Financial Management Inc. 248,523$21,139,0000.54%
BAROMETER CAPITAL MANAGEMENT INC. 18,900$1,606,500,0000.31%
OARSMAN CAPITAL, INC. 6,950$591,0000.24%
Essex Financial Services, Inc. 16,355$1,390,0000.16%
View complete list of ISHARES TR shareholders