NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 530 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$594,000
-11.1%
7,741
-12.8%
0.04%
-25.0%
Q3 2021$668,000
-17.8%
8,876
-17.5%
0.05%
-20.0%
Q2 2021$813,000
-13.0%
10,765
-15.9%
0.06%
-21.7%
Q1 2021$934,000
-16.1%
12,800
-15.6%
0.08%
-22.4%
Q4 2020$1,113,000
-1.0%
15,165
-8.1%
0.11%
-11.6%
Q3 2020$1,124,000
-12.6%
16,506
-15.2%
0.12%
-19.3%
Q2 2020$1,286,000
+13.5%
19,461
+6.6%
0.15%
+2.7%
Q1 2020$1,133,000
-24.8%
18,263
-9.6%
0.15%
-6.4%
Q4 2019$1,507,000
+5.2%
20,211
+3.3%
0.16%0.0%
Q3 2019$1,433,000
+7.1%
19,561
+6.2%
0.16%
+9.1%
Q2 2019$1,338,000
+1199.0%
18,422
+1188.3%
0.14%
+450.0%
Q1 2019$103,000
-90.7%
1,430
-91.4%
0.03%
-88.7%
Q4 2018$1,108,000
+526.0%
16,617
+583.8%
0.23%
+180.5%
Q3 2018$177,000
-77.8%
2,430
-77.6%
0.08%
-51.5%
Q1 2018$799,000
+175.5%
10,842
+173.2%
0.17%
+36.3%
Q4 2017$290,000
-46.1%
3,969
-46.6%
0.12%
-17.3%
Q3 2017$538,000
-99.8%
7,435
+46.5%
0.15%
+74.4%
Q2 2017$351,000,000
-22.2%
5,075
-24.3%
0.09%
-31.2%
Q1 2017$451,000,000
-60.1%
6,708
-63.6%
0.12%
-36.9%
Q4 2016$1,129,000,000
+77869.6%
18,444
-13.8%
0.20%
-24.1%
Q3 2016$1,448,000
+272.2%
21,404
+265.1%
0.26%
+112.2%
Q2 2016$389,000
+31.9%
5,863
+32.0%
0.12%
+18.3%
Q1 2016$295,000
-4.8%
4,443
-7.2%
0.10%
-9.6%
Q4 2015$310,000
-9.6%
4,786
-13.2%
0.12%
-6.5%
Q3 2015$343,000
+27.5%
5,513
+33.3%
0.12%
+32.3%
Q2 2015$269,000
+69.2%
4,135
+70.7%
0.09%
+82.4%
Q1 2015$159,000
+224.5%
2,423
+206.7%
0.05%
+218.8%
Q4 2014$49,000
-89.6%
790
-89.5%
0.02%
-82.8%
Q3 2014$470,0007,4990.09%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders