NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,223,000
+0.2%
39,226
-2.2%
0.08%
-15.8%
Q3 2021$1,221,000
-3.2%
40,120
+3.1%
0.10%
-5.9%
Q2 2021$1,261,000
+4.6%
38,917
+1.6%
0.10%
-5.6%
Q1 2021$1,206,000
+11.4%
38,304
+4.2%
0.11%
+2.9%
Q4 2020$1,083,000
+19.3%
36,767
+1.0%
0.10%
+6.1%
Q3 2020$908,000
+9.4%
36,412
+10.2%
0.10%
+1.0%
Q2 2020$830,000
+3.6%
33,038
-6.8%
0.10%
-5.8%
Q1 2020$801,000
-68.9%
35,467
-53.7%
0.10%
-61.1%
Q4 2019$2,572,000
+15.4%
76,620
+5.6%
0.26%
+9.5%
Q3 2019$2,229,000
+114.7%
72,544
+114.6%
0.24%
+118.0%
Q2 2019$1,038,000
+160.2%
33,801
+161.4%
0.11%
+9.9%
Q1 2019$399,000
-41.8%
12,933
-45.8%
0.10%
-28.9%
Q4 2018$685,000
+64.3%
23,862
+86.8%
0.14%
-26.4%
Q3 2018$417,000
-45.6%
12,775
-46.5%
0.19%
-34.4%
Q2 2018$766,000
-3.4%
23,892
-0.6%
0.29%
+76.0%
Q1 2018$793,000
+22.8%
24,028
+25.7%
0.17%
-39.5%
Q4 2017$646,000
-6.8%
19,116
-6.3%
0.28%
+43.0%
Q3 2017$693,000
-99.9%
20,406
-11.5%
0.19%
+4.3%
Q2 2017$755,000,000
+15.4%
23,067
+12.2%
0.18%
+1.6%
Q1 2017$654,000,000
+1.6%
20,552
-5.7%
0.18%
+61.1%
Q4 2016$644,000,000
+99436.3%
21,797
+1.1%
0.11%
-3.4%
Q3 2016$647,000
+20.3%
21,565
+14.7%
0.12%
-31.6%
Q2 2016$538,000
+2.1%
18,794
+3.4%
0.17%
-8.1%
Q1 2016$527,000
-0.8%
18,179
-1.9%
0.19%
-6.1%
Q4 2015$531,000
-6.8%
18,526
-8.6%
0.20%
-2.9%
Q3 2015$570,000
+53.2%
20,274
+76.2%
0.20%
+59.4%
Q2 2015$372,000
-3.1%
11,507
+0.6%
0.13%
+4.1%
Q1 2015$384,000
+23.5%
11,443
+24.0%
0.12%
+19.4%
Q4 2014$311,000
-60.6%
9,228
-58.2%
0.10%
-34.4%
Q3 2014$790,00022,0650.16%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders