NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 145 filers reported holding ISHARES TR in Q2 2021. 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
Q4 2021$39,000
+2.6%
967
+0.7%
0.00%0.0%
Q3 2021$38,0000.0%960
+0.4%
0.00%0.0%
Q2 2021$38,000
+2.7%
956
+0.2%
0.00%0.0%
Q1 2021$37,000
-99.9%
954
-1.6%
0.00%
-62.5%
Q2 2017$33,000,0000.0%9700.0%0.01%
-11.1%
Q1 2017$33,000,000
-48.4%
970
-50.8%
0.01%
-18.2%
Q4 2016$64,000,000
+199900.0%
1,970
+103.1%
0.01%
+83.3%
Q3 2016$32,000
+3.2%
9700.0%0.01%
-40.0%
Q2 2016$31,000
+138.5%
970
+142.5%
0.01%
+150.0%
Q4 2014$13,000
-70.5%
400
-70.8%
0.00%
-55.6%
Q3 2014$44,0001,3700.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 259,257$8,804,6433.84%
Archvest Wealth Advisors, Inc. 214,257$7,417,0173.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,608,7782.90%
Investment Advisory Group, LLC 147,765$5,018,2432.61%
Weaver Consulting Group 164,891$5,599,8732.53%
Thrive Capital Management, LLC 125,623$4,266,2752.36%
Consilium Wealth Advisory, LLC 77,038$2,616,2921.83%
Gainplan LLC 12,974$440,6100.61%
RDA Financial Network 32,475$1,102,8830.48%
Camarda Financial Advisors, LLC 19,487$661,8070.43%
View complete list of ISHARES TR shareholders