NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 76 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$495,000
+22.2%
7,650
+13.3%
0.03%
+3.1%
Q3 2021$405,000
+255.3%
6,752
+261.1%
0.03%
+255.6%
Q2 2021$114,000
+4.6%
1,870
-0.1%
0.01%
-10.0%
Q1 2021$109,000
+3.8%
1,871
+3.4%
0.01%0.0%
Q4 2020$105,000
+6.1%
1,809
+0.8%
0.01%
-9.1%
Q3 2020$99,000
+73.7%
1,795
+51.1%
0.01%
+57.1%
Q1 2020$57,000
-40.6%
1,188
-31.4%
0.01%
-30.0%
Q4 2019$96,000
+1.1%
1,7330.0%0.01%0.0%
Q3 2019$95,000
+4.4%
1,7330.0%0.01%0.0%
Q2 2019$91,000
+378.9%
1,733
+378.7%
0.01%
+100.0%
Q1 2019$19,000
-69.4%
362
-73.1%
0.01%
-61.5%
Q4 2018$62,000
+244.4%
1,344
+271.3%
0.01%
+62.5%
Q3 2018$18,000
-5.3%
362
+100.0%
0.01%
+60.0%
Q3 2017$19,000
-100.0%
181
-61.2%
0.01%
-58.3%
Q2 2017$48,000,000
+166.7%
466
+157.5%
0.01%
+140.0%
Q1 2017$18,000,000
+5.9%
1810.0%0.01%
+66.7%
Q4 2016$17,000,000
+94344.4%
1810.0%0.00%0.0%
Q3 2016$18,0000.0%1810.0%0.00%
-50.0%
Q2 2016$18,000
+5.9%
1810.0%0.01%0.0%
Q1 2016$17,000
+6.2%
1810.0%0.01%0.0%
Q4 2015$16,000
-83.3%
181
-83.3%
0.01%
-82.4%
Q3 2015$96,000
-11.1%
1,081
-10.7%
0.03%
-8.1%
Q2 2015$108,000
-6.1%
1,211
-3.6%
0.04%0.0%
Q1 2015$115,000
+1.8%
1,2560.0%0.04%
-2.6%
Q4 2014$113,000
-22.6%
1,256
-24.6%
0.04%
+31.0%
Q3 2014$146,0001,6660.03%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Fortis Advisors, LLC 82,341$3,442,0001.99%
Financial & Tax Architects, LLC 18,864$1,153,3450.56%
Slow Capital, Inc. 47,176$2,884,0000.54%
WealthBridge Capital Management, LLC 15,309$936,0000.34%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 36,249$2,216,2640.27%
Cedar Brook Financial Partners, LLC 10,457$639,0000.18%
McKinley Carter Wealth Services, Inc. 35,083$2,145,0000.18%
Madden Advisory Services, Inc. 3,763$230,0000.17%
Richard Bernstein Advisors LLC 129,945$7,945,0000.16%
Crescent Grove Advisors, LLC 21,550$1,318,0000.14%
View complete list of ISHARES TR shareholders