NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 57 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.69 and the average weighting 0.3%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$87,000
-91.4%
885
-92.5%
0.01%
-92.4%
Q3 2021$1,010,000
+2.9%
11,798
+0.1%
0.08%0.0%
Q2 2021$982,000
+13.1%
11,786
+0.5%
0.08%
+2.6%
Q1 2021$868,000
+8.0%
11,729
-1.0%
0.08%0.0%
Q4 2020$804,000
+18.6%
11,853
+6.6%
0.08%
+5.5%
Q3 2020$678,000
+9.7%
11,116
+8.0%
0.07%
+1.4%
Q2 2020$618,000
+10.8%
10,291
+1.8%
0.07%0.0%
Q1 2020$558,000
+1.5%
10,108
+38.5%
0.07%
+26.3%
Q4 2019$550,000
+0.4%
7,297
+5.8%
0.06%
-5.0%
Q3 2019$548,000
+10.0%
6,896
+1.0%
0.06%
+13.2%
Q2 2019$498,000
+1210.5%
6,829
+1181.2%
0.05%
+430.0%
Q1 2019$38,000
-90.5%
533
-91.7%
0.01%
-88.1%
Q4 2018$402,000
+1286.2%
6,452
+1299.6%
0.08%
+546.2%
Q3 2018$29,000
-90.4%
461
-91.2%
0.01%
-79.4%
Q1 2018$301,000
+52.0%
5,224
+68.8%
0.06%
+14.5%
Q3 2017$198,000
-99.9%
3,095
-4.8%
0.06%
+5.8%
Q2 2017$212,000,000
+11.6%
3,251
+8.9%
0.05%
-1.9%
Q1 2017$190,000,000
+6.1%
2,984
+3.4%
0.05%
+71.0%
Q4 2016$179,000,000
+64990.9%
2,885
-31.2%
0.03%
-38.0%
Q3 2016$275,000
+25.0%
4,196
+28.5%
0.05%
-28.6%
Q2 2016$220,000
+103.7%
3,266
+98.1%
0.07%
+84.2%
Q1 2016$108,000
+129.8%
1,649
+122.5%
0.04%
+111.1%
Q4 2015$47,000
-24.2%
741
-29.2%
0.02%
-18.2%
Q3 2015$62,000
+51.2%
1,047
+40.2%
0.02%
+57.1%
Q2 2015$41,000
-4.7%
747
+5.7%
0.01%0.0%
Q1 2015$43,000
+2.4%
707
-1.1%
0.01%0.0%
Q4 2014$42,000
-54.3%
715
-60.1%
0.01%
-22.2%
Q3 2014$92,000
+441.2%
1,792
+472.5%
0.02%
+100.0%
Q2 2014$17,0003130.01%
Other shareholders
ISHARES TR shareholders Q3 2015
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 180,306$9,228,0007.86%
Highmount Capital, LLC 297,215$15,211,0003.99%
Wharton Business Group, LLC 502,545$25,720,0002.24%
Courage Miller Partners, LLC 48,194$2,467,0002.24%
AVALON CAPITAL MANAGEMENT 36,704$1,879,0001.85%
CABOT WEALTH MANAGEMENT INC 92,374$4,728,0001.63%
First Heartland Consultants, Inc. 46,482$2,379,0001.38%
Quantitative Advantage, LLC 105,084$5,378,0001.38%
Financial Architects, Inc 30,086$1,534,0001.13%
Nadler Financial Group, Inc. 20,131$1,030,0000.73%
View complete list of ISHARES TR shareholders