NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 165 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$327,000
+107.0%
4,837
+79.7%
0.02%
+83.3%
Q3 2021$158,000
+7.5%
2,691
+7.1%
0.01%0.0%
Q2 2021$147,000
+45.5%
2,513
+31.0%
0.01%
+33.3%
Q1 2021$101,000
+27.8%
1,919
+18.2%
0.01%
+12.5%
Q4 2020$79,000
+17.9%
1,624
+6.2%
0.01%
+14.3%
Q3 2020$67,000
+4.7%
1,529
-7.1%
0.01%
-12.5%
Q1 2020$64,000
-14.7%
1,646
+19.2%
0.01%0.0%
Q4 2019$75,000
-88.8%
1,381
-88.5%
0.01%
-89.0%
Q3 2019$668,000
+1.8%
12,030
-4.6%
0.07%
+4.3%
Q2 2019$656,000
-78.1%
12,607
+18439.7%
0.07%
+6900.0%
Q2 2017$3,000,000
-72.7%
68
-68.8%
0.00%
-66.7%
Q1 2017$11,000,0000.0%2180.0%0.00%
+50.0%
Q4 2016$11,000,000
+366566.7%
218
+220.6%
0.00%
+100.0%
Q3 2016$3,0000.0%680.0%0.00%0.0%
Q2 2016$3,0000.0%680.0%0.00%0.0%
Q1 2016$3,0000.0%680.0%0.00%0.0%
Q4 2015$3,000680.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 196,108$9,252,3759.98%
S. R. Schill & Associates 348,916$16,461,8687.99%
MBE Wealth Management, LLC 223,365$10,538,3756.05%
Financial & Tax Architects, LLC 349,702$16,498,9405.12%
TPG Financial Advisors, LLC 197,429$9,314,6924.82%
Biltmore Wealth Management, LLC 187,227$8,833,3924.26%
Legacy Financial Group LLC 264,954$12,500,535,0002.94%
Ellenbecker Investment Group 237,289$11,1952.90%
Heritage Financial Services, LLC 304,574$14,369,8172.81%
Wiser Wealth Management, Inc 138,423$6,530,7992.66%
View complete list of ISHARES TR shareholders