NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 109 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$10,000
+42.9%
172
+45.8%
0.00%0.0%
Q3 2021$7,000
-12.5%
118
-4.8%
0.00%0.0%
Q2 2021$8,000
+14.3%
124
-0.8%
0.00%0.0%
Q1 2021$7,000
-53.3%
125
-45.4%
0.00%0.0%
Q4 2020$15,000
+1400.0%
229
+2444.4%
0.00%
Q3 2020$1,000
-96.6%
9
-98.3%
0.00%
-100.0%
Q4 2018$29,000
-17.1%
544
+73.2%
0.01%
-40.0%
Q3 2017$35,000
-99.9%
3140.0%0.01%
+11.1%
Q2 2017$35,000,0000.0%3140.0%0.01%
-10.0%
Q1 2017$35,000,000
-64.6%
314
-65.5%
0.01%
-41.2%
Q4 2016$99,000,000
+96016.5%
9090.0%0.02%
-10.5%
Q3 2016$103,000
+194.3%
909
+189.5%
0.02%
+72.7%
Q2 2016$35,000
+2.9%
3140.0%0.01%
-8.3%
Q1 2016$34,000
+3.0%
3140.0%0.01%0.0%
Q4 2015$33,000
-83.8%
314
-83.0%
0.01%
-70.7%
Q3 2014$204,0001,8420.04%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,308,701$62,883,00016.18%
Aprio Wealth Management, LLC 326,105$15,669,0006.29%
Long Run Wealth Advisors, LLC 236,846$11,380,0004.51%
Insight Wealth Partners, LLC 71,772$3,449,0003.25%
Center For Asset Management LLC 53,672$2,579,0002.56%
Allworth Financial LP 3,395,318$163,145,0002.06%
Shelter Mutual Insurance Co 130,000$6,247,0002.02%
Tolleson Wealth Management, Inc. 124,645$5,989,0001.80%
IVC Wealth Advisors LLC 43,542$2,092,0001.68%
Avidian Wealth Solutions, LLC 451,034$21,672,0001.57%
View complete list of ISHARES TR shareholders