NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 30 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$101,000
+5.2%
1,0620.0%0.01%0.0%
Q4 2020$96,000
-29.9%
1,062
-37.3%
0.01%
-40.0%
Q3 2020$137,000
+63.1%
1,693
+24.3%
0.02%
+36.4%
Q1 2020$84,000
-36.4%
1,362
-22.4%
0.01%
-21.4%
Q4 2019$132,000
-0.8%
1,755
-9.3%
0.01%0.0%
Q3 2019$133,000
-79.8%
1,934
-80.0%
0.01%
-80.0%
Q2 2019$657,000
+8112.5%
9,651
+8148.7%
0.07%
+3400.0%
Q1 2019$8,000
-98.5%
117
-98.7%
0.00%
-98.2%
Q4 2018$533,000
+6562.5%
9,126
+7835.7%
0.11%
+2675.0%
Q3 2018$8,000
-97.7%
115
-98.0%
0.00%
-94.5%
Q1 2018$344,000
+95.5%
5,667
+88.2%
0.07%
+49.0%
Q3 2017$176,000
-99.9%
3,011
-42.3%
0.05%
-31.0%
Q2 2017$290,000,000
+9.0%
5,215
+6.9%
0.07%
-4.1%
Q1 2017$266,000,000
-2.2%
4,878
-8.8%
0.07%
+54.2%
Q4 2016$272,000,000
+85166.5%
5,347
-17.3%
0.05%
-17.2%
Q3 2016$319,000
-0.9%
6,468
-4.1%
0.06%
-43.1%
Q2 2016$322,000
+12.2%
6,746
+10.0%
0.10%
+1.0%
Q1 2016$287,000
+127.8%
6,131
+127.2%
0.10%
+114.9%
Q4 2015$126,000
+32.6%
2,698
+22.9%
0.05%
+38.2%
Q3 2015$95,000
-74.9%
2,195
-72.7%
0.03%
-74.0%
Q2 2015$379,000
+7.4%
8,052
+6.4%
0.13%
+15.9%
Q1 2015$353,000
+29.3%
7,565
+31.0%
0.11%
+24.2%
Q4 2014$273,000
-1.4%
5,776
-6.0%
0.09%
+65.5%
Q3 2014$277,0006,1460.06%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Strategic Equity Management 424,830$48,414,00015.14%
Gilbert & Cook, Inc. 456,454$52,017,0008.37%
WFA Asset Management Corp 105,074$11,974,2187.81%
FIRST CITIZENS BANK & TRUST CO 1,566,239$178,489,0006.98%
DOHJ, LLC 114,379$13,035,0005.83%
Aspire Wealth Management Corp 36,088$4,113,0003.33%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 39,320$4,481,0002.51%
Grant Street Asset Management, Inc. 33,573$3,826,0002.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 112,283$12,796,0001.93%
Compton Wealth Advisory Group, LLC 24,342$2,774,0001.19%
View complete list of ISHARES TR shareholders