Next Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 261 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Next Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$184,000
-1.6%
3,177
-3.9%
0.12%
-1.6%
Q2 2019$187,000
+3.3%
3,3060.0%0.12%
-18.3%
Q1 2019$181,000
-46.4%
3,306
-52.0%
0.15%
-48.3%
Q4 2018$338,0006,8910.30%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Family Firm, Inc. 253,059$43,617,00015.41%
Tennessee Valley Asset Management Partners 349,221$19,783,00014.96%
Avidian Wealth Solutions, LLC 689,098$39,037,0009.23%
Balentine LLC 2,584,154$146,392,0008.82%
ERTS Wealth Advisors, LLC 196,153$11,112,0006.13%
Fortis Advisors, LLC 205,822$11,660,0005.66%
ASPIRIANT, LLC 919,447$52,081,0004.34%
Miller Investment Management, LP 281,871$15,968,0003.65%
BIEGEL & WALLER LLC 91,087$5,160,0002.64%
SENTINEL TRUST CO LBA 148,040$8,386,0002.31%
View complete list of ISHARES TR shareholders