NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 78 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$3,000
+50.0%
147
+20.5%
0.00%
Q3 2019$2,000
-33.3%
1220.0%0.00%
Q2 2019$3,0000.0%1220.0%0.00%
-100.0%
Q1 2019$3,000
+50.0%
1220.0%0.00%
Q4 2018$2,000
-84.6%
122
-67.2%
0.00%
-100.0%
Q3 2018$13,000
-69.8%
372
-70.8%
0.01%
-50.0%
Q3 2017$43,000
-99.9%
1,276
+4.6%
0.01%
+20.0%
Q2 2017$41,000,000
-21.2%
1,220
-11.0%
0.01%
-28.6%
Q1 2017$52,000,000
-46.9%
1,371
-36.6%
0.01%
-17.6%
Q4 2016$98,000,000
+98889.9%
2,163
-13.8%
0.02%
-5.6%
Q3 2016$99,000
+70.7%
2,510
+65.2%
0.02%0.0%
Q2 2016$58,000
-1.7%
1,519
-8.8%
0.02%
-14.3%
Q1 2016$59,000
-15.7%
1,666
-15.3%
0.02%
-19.2%
Q4 2015$70,000
-7.9%
1,966
-7.1%
0.03%
-3.7%
Q3 2015$76,000
+216.7%
2,116
+310.1%
0.03%
+237.5%
Q2 2015$24,000
+100.0%
516
+94.0%
0.01%
+100.0%
Q1 2015$12,000
-7.7%
2660.0%0.00%0.0%
Q4 2014$13,000
-45.8%
266
-27.3%
0.00%
-20.0%
Q3 2014$24,0003660.01%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 47,767$841,0000.35%
FRONT BARNETT ASSOCIATES LLC 52,819$930,0000.15%
Family Firm, Inc. 20,846$367,0000.13%
CONDOR CAPITAL MANAGEMENT 33,164$584,0000.09%
Cannell & Spears LLC 15,300$269,0000.03%
Global Retirement Partners, LLC 10,228$180,0000.03%
Tower Research Capital LLC (TRC) 23,883$420,0000.03%
Next Capital Management LLC 1,840$32,0000.02%
Steward Partners Investment Advisory, LLC 29,063$511,0000.02%
Crestwood Advisors Group, LLC 14,855$262,0000.01%
View complete list of ISHARES TR shareholders