NEXT Financial Group, Inc - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 230 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$99,000
+65.0%
1,942
+65.7%
0.01%
+40.0%
Q3 2021$60,000
+9.1%
1,172
+10.3%
0.01%
+25.0%
Q2 2021$55,000
-6.8%
1,063
-6.5%
0.00%
-20.0%
Q1 2021$59,000
-4.8%
1,137
-4.8%
0.01%
-16.7%
Q4 2020$62,000
-16.2%
1,194
-16.0%
0.01%
-25.0%
Q3 2020$74,000
+362.5%
1,422
+332.2%
0.01%
+300.0%
Q1 2020$16,000
-5.9%
3290.0%0.00%0.0%
Q4 2019$17,000
-80.2%
329
-80.4%
0.00%
-77.8%
Q3 2019$86,000
-87.5%
1,678
-87.6%
0.01%
-87.8%
Q2 2019$690,000
+45.0%
13,541
+40.8%
0.07%
-25.3%
Q4 2018$476,000
-76.2%
9,618
+25894.6%
0.10%
Q2 2017$2,000,000370.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 2,170,462$104,171,33411.59%
Pensionmark Financial Group, LLC 752,903$36,135,5957.16%
Probity Advisors, Inc. 594,531$28,534,5246.58%
Wiser Wealth Management, Inc 292,044$14,016,6455.70%
INTEGRAL INVESTMENT ADVISORS, INC. 132,897$6,378,4024.46%
GREENUP STREET WEALTH MANAGEMENT LLC 248,563$11,929,7893.90%
River Wealth Advisors LLC 354,876$17,032,2603.05%
Global Wealth Management Investment Advisory, Inc. 223,687$10,735,8573.01%
Coombe, Bender & Co LLC 75,947$3,645,0772.74%
DecisionPoint Financial, LLC 103,399$4,962,6362.60%
View complete list of ISHARES TR shareholders