NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 149 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$13,000
+8.3%
1350.0%0.00%0.0%
Q3 2019$12,000
-7.7%
1350.0%0.00%0.0%
Q2 2019$13,0000.0%1350.0%0.00%
-66.7%
Q1 2019$13,000
+18.2%
1350.0%0.00%
+50.0%
Q4 2018$11,000
-21.4%
1350.0%0.00%
-66.7%
Q3 2018$14,000
+7.7%
1350.0%0.01%
+50.0%
Q3 2017$13,000
-99.9%
1350.0%0.00%
+33.3%
Q2 2017$12,000,0000.0%1350.0%0.00%0.0%
Q1 2017$12,000,000
-75.0%
135
-76.1%
0.00%
-62.5%
Q4 2016$48,000,000
+108990.9%
5640.0%0.01%0.0%
Q3 2016$44,000
+388.9%
564
+317.8%
0.01%
+166.7%
Q2 2016$9,0000.0%1350.0%0.00%0.0%
Q1 2016$9,0000.0%1350.0%0.00%0.0%
Q4 2015$9,0000.0%1350.0%0.00%0.0%
Q3 2015$9,000
-18.2%
1350.0%0.00%
-25.0%
Q2 2015$11,000
+10.0%
1350.0%0.00%
+33.3%
Q1 2015$10,0000.0%1350.0%0.00%0.0%
Q4 2014$10,000
-84.6%
135
-85.6%
0.00%
-76.9%
Q3 2014$65,0009360.01%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders