NAVELLIER & ASSOCIATES INC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.

Quarter-by-quarter ownership
NAVELLIER & ASSOCIATES INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$355,000
-35.1%
2,848
-32.1%
0.05%
-34.1%
Q2 2021$547,000
-3.4%
4,197
-15.9%
0.08%
-19.6%
Q4 2020$566,000
-15.8%
4,992
-26.7%
0.10%
-30.6%
Q3 2020$672,000
-16.2%
6,808
-24.2%
0.15%
-23.0%
Q2 2020$802,000
-60.8%
8,984
-57.0%
0.19%
-41.9%
Q4 2019$2,046,000
-68.8%
20,893
-69.4%
0.33%
-66.9%
Q1 2018$6,564,000
+722.6%
68,320
+775.2%
1.00%
+567.8%
Q4 2017$798,000
-86.4%
7,806
-88.1%
0.15%
-83.0%
Q2 2017$5,878,000
+20.8%
65,789
+20.5%
0.88%
+23.8%
Q1 2017$4,865,000
+18.9%
54,578
+10.9%
0.71%
+4.7%
Q4 2016$4,092,000
+209.8%
49,212
+200.2%
0.68%
+483.6%
Q2 2015$1,321,000
+43.1%
16,395
+45.5%
0.12%
+38.1%
Q1 2015$923,000
+286.2%
11,270
+305.1%
0.08%
+600.0%
Q3 2014$239,0002,7820.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 120,789$13,699,00013.05%
PIERSHALE FINANCIAL GROUP, INC. 187,139$21,223,00010.19%
Barber Financial Group, Inc. 365,017$41,397,0007.56%
Ascension Capital Advisors, Inc. 57,357$6,505,0004.54%
Ascension Asset Management LLC 57,357$6,505,0004.54%
EWG Elevate Inc. 57,269$6,495,0002.99%
Royal Fund Management, LLC 97,231$11,027,0002.34%
Pinkerton Retirement Specialists, LLC 82,836$9,394,0002.26%
Mattern Wealth Management LLC 47,266$5,360,0002.03%
Brookstone Capital Management 365,884$41,495,0001.65%
View complete list of ISHARES TR shareholders