NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 164 filers reported holding ISHARES TR in Q1 2020. 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 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 2020
NameSharesValueWeighting ↓
Efficient Advisors, LLC 241,817$18,692,0004.51%
Connective Capital Management, LLC 30,839$2,384,0003.82%
One Capital Management, LLC 109,765$8,485,0003.22%
HBK Sorce Advisory LLC 100,078$7,736,0002.82%
Parkside Advisors LLC 44,470$3,438,0002.64%
MONROE BANK & TRUST/MI 89,372$6,909,0002.31%
TELEMUS CAPITAL, LLC 92,471$7,148,0001.96%
RiverFront Investment Group, LLC 918,548$71,003,0001.89%
BOK Financial Private Wealth, Inc. 134,513$10,398,0001.81%
SMITH, MOORE & CO. 35,025$2,707,0001.62%
View complete list of ISHARES TR shareholders