NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 143 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$761,000
+67.6%
8,188
+50.2%
0.05%
+42.9%
Q3 2021$454,000
+63.3%
5,452
+62.5%
0.04%
+59.1%
Q2 2021$278,000
+70.6%
3,356
+56.9%
0.02%
+57.1%
Q1 2021$163,000
+5.8%
2,139
-0.4%
0.01%
-6.7%
Q4 2020$154,000
-13.5%
2,147
+54.7%
0.02%
-21.1%
Q3 2020$178,000
+63.3%
1,388
+23.5%
0.02%
+35.7%
Q1 2020$109,000
-19.3%
1,1240.0%0.01%0.0%
Q4 2019$135,000
+8.0%
1,1240.0%0.01%0.0%
Q3 2019$125,000
+1.6%
1,124
-0.3%
0.01%
+7.7%
Q2 2019$123,000
+32.3%
1,127
+12.9%
0.01%
-31.6%
Q4 2018$93,000
+4550.0%
998
+5152.6%
0.02%
+1800.0%
Q3 2017$2,000
-100.0%
19
-86.8%
0.00%
-66.7%
Q2 2017$13,000,000
-45.8%
144
-47.4%
0.00%
-57.1%
Q1 2017$24,000,000
+4.3%
2740.0%0.01%
+75.0%
Q4 2016$23,000,000
+104445.5%
2740.0%0.00%0.0%
Q3 2016$22,000
-47.6%
274
-54.3%
0.00%
-73.3%
Q3 2015$42,000
-6.7%
6000.0%0.02%
-6.2%
Q2 2015$45,000
-2.2%
6000.0%0.02%
+6.7%
Q1 2015$46,0000.0%6000.0%0.02%0.0%
Q4 2014$46,000
+4.5%
6000.0%0.02%
+66.7%
Q3 2014$44,0006000.01%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
C-J Advisory, Inc. 22,794$2,173,0001.58%
Cribstone Capital Management, LLC 24,763$2,420,0001.19%
Boston Standard Wealth Management, LLC 18,789$1,836,000,0001.15%
Gibson Capital, LLC 32,723$3,191,0001.14%
Litman Gregory Wealth Management LLC 27,808$2,717,0001.11%
Patriot Wealth Management, Inc. 53,952$5,272,0000.75%
Frontier Wealth Management LLC 52,043$5,086,0000.71%
PEOPLES BANK /OH 9,250$904,0000.53%
Shepherd Financial Partners LLC 12,758$1,247,0000.31%
Vivaldi Capital Management LP 3,863$377,0000.28%
View complete list of ISHARES TR shareholders