NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 81 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$27,000
-10.0%
364
-15.9%
0.00%0.0%
Q3 2021$30,000
-3.2%
4330.0%0.00%0.0%
Q2 2021$31,000
+29.2%
433
+19.9%
0.00%0.0%
Q1 2021$24,000
+4.3%
3610.0%0.00%0.0%
Q4 2020$23,000
+155.6%
361
+132.9%
0.00%
+100.0%
Q3 2020$9,000
+28.6%
155
+2.0%
0.00%0.0%
Q1 2020$7,000
-22.2%
152
-6.2%
0.00%0.0%
Q4 2019$9,0000.0%1620.0%0.00%0.0%
Q3 2019$9,0000.0%1620.0%0.00%0.0%
Q2 2019$9,000
+12.5%
162
+3.2%
0.00%
-50.0%
Q4 2018$8,000
-75.8%
157
-78.8%
0.00%
-80.0%
Q2 2016$33,0007410.01%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Ahrens Investment Partners LLC 174,861$9,553,0003.59%
MARINO, STRAM & ASSOCIATES LLC 58,009$3,169,0002.54%
Madrona Financial Services, LLC 57,599$3,147,0002.39%
PATTON ALBERTSON MILLER GROUP, LLC 73,527$3,691,0001.87%
Regal Investment Advisors LLC 133,751$7,307,0001.54%
NORTHWEST WEALTH MANAGEMENT, LLC 37,500$2,049,0001.53%
LBMC INVESTMENT ADVISORS, LLC 134,591$7,353,0001.17%
Shakespeare Wealth Management, LLC 23,498$1,284,0000.99%
Canal Capital Management, LLC 28,406$1,552,0000.88%
Archford Capital Strategies, LLC 37,592$2,054,0000.75%
View complete list of ISHARES TR shareholders