NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders