NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 231 filers reported holding ISHARES TR in Q2 2021. 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$5,0000.0%110
-1.8%
0.00%
Q3 2021$5,0000.0%1120.0%0.00%
Q2 2021$5,0000.0%1120.0%0.00%
Q1 2021$5,0000.0%1120.0%0.00%
Q4 2020$5,0000.0%1120.0%0.00%
-100.0%
Q3 2020$5,000
+25.0%
112
-2.6%
0.00%0.0%
Q1 2020$4,000
-42.9%
115
-31.1%
0.00%0.0%
Q4 2019$7,0000.0%1670.0%0.00%0.0%
Q3 2019$7,0000.0%1670.0%0.00%0.0%
Q2 2019$7,000
+16.7%
1670.0%0.00%0.0%
Q4 2018$6,000
-99.8%
167
+67.0%
0.00%0.0%
Q1 2017$4,000,000
-63.6%
100
-69.2%
0.00%
-50.0%
Q4 2016$11,000,000
+91566.7%
3250.0%0.00%0.0%
Q3 2016$12,000
+71.4%
325
+62.5%
0.00%0.0%
Q2 2016$7,000
+16.7%
2000.0%0.00%0.0%
Q1 2016$6,0000.0%2000.0%0.00%0.0%
Q4 2015$6,0000.0%2000.0%0.00%0.0%
Q3 2015$6,000
-14.3%
2000.0%0.00%0.0%
Q2 2015$7,000
-90.5%
200
-90.4%
0.00%
-91.7%
Q1 2015$74,000
+111.4%
2,080
+108.0%
0.02%
+100.0%
Q4 2014$35,000
+105.9%
1,000
+110.5%
0.01%
+300.0%
Q3 2014$17,000
+466.7%
475
+533.3%
0.00%
+50.0%
Q2 2014$3,000750.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 1,379,666$49,185,00010.23%
Well Done, LLC 59,746$9,358,0003.37%
Madrona Financial Services, LLC 61,467$2,218,0002.36%
Tiedemann Wealth Management Holdings, LLC 21,781$786,0001.95%
Madden Advisory Services, Inc. 73,718$2,660,0001.63%
PATTON ALBERTSON MILLER GROUP, LLC 39,976$1,443,0000.64%
Waverly Advisors, LLC 40,448$1,460,0000.61%
Darwin Wealth Management, LLC 20,473$739,0000.57%
Boston Standard Wealth Management, LLC 19,332$698,000,0000.56%
M Holdings Securities, Inc. 31,991$1,155,0000.53%
View complete list of ISHARES TR shareholders