NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 97 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 6.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$5,000
-94.9%
59
-94.5%
0.00%
-100.0%
Q2 2021$99,000
+1880.0%
1,077
+1725.4%
0.01%
Q1 2021$5,0000.0%590.0%0.00%
Q4 2020$5,000
+25.0%
590.0%0.00%
Q3 2020$4,000
+33.3%
590.0%0.00%
Q1 2020$3,000
-25.0%
590.0%0.00%
Q4 2019$4,000
+33.3%
590.0%0.00%
Q3 2019$3,000
-25.0%
590.0%0.00%
Q2 2019$4,000
+300.0%
59
+490.0%
0.00%
Q4 2018$1,000
-85.7%
10
-94.5%
0.00%
-100.0%
Q4 2015$7,0000.0%1820.0%0.00%0.0%
Q3 2015$7,000
-22.2%
1820.0%0.00%0.0%
Q2 2015$9,000
-75.0%
182
-76.2%
0.00%
-75.0%
Q4 2014$36,000
-16.3%
766
-16.4%
0.01%
+33.3%
Q3 2014$43,0009160.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 1,190,588$109,748,00030.67%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 136,556$12,579,00011.32%
Freestate Advisors LLC 73,738$6,797,0007.93%
WNY Asset Management, LLC 134,175$12,338,0004.93%
Lee Financial Group Hawaii, Inc. 52,789$4,866,0003.99%
FURE FINANCIAL CORP 40,304$3,715,0002.91%
Titus Wealth Management 49,078$4,524,0002.64%
Almanack Investment Partners, LLC. 275,560$25,401,0002.58%
Empowered Funds, LLC 140,020$12,206,0002.34%
B, B, H, & B INC. 21,832$2,007,0002.09%
View complete list of ISHARES TR shareholders