NAVELLIER & ASSOCIATES INC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 50 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NAVELLIER & ASSOCIATES INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$850,333
-4.3%
38,8280.0%0.15%
-21.9%
Q1 2023$888,385
+5.0%
38,8280.0%0.19%
-0.5%
Q3 2022$846,000
-4.6%
38,8280.0%0.19%
-1.1%
Q2 2022$887,000
+144.4%
38,828
+181.4%
0.19%
+258.5%
Q4 2021$363,000
-1.1%
13,8000.0%0.05%
-3.6%
Q3 2021$367,000
-5.7%
13,800
-4.8%
0.06%
-6.8%
Q2 2021$389,000
+2.6%
14,5000.0%0.06%
-13.2%
Q1 2021$379,000
-43.3%
14,500
-40.3%
0.07%
-43.8%
Q4 2020$668,000
+1.7%
24,3000.0%0.12%
-15.4%
Q3 2020$657,000
+1.1%
24,3000.0%0.14%
-7.1%
Q2 2020$650,000
+10.9%
24,3000.0%0.15%
+11.6%
Q1 2020$586,000
-5.6%
24,3000.0%0.14%
+38.0%
Q4 2019$621,00024,3000.10%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 125,857$3,313,0002.68%
PFG Private Wealth Management, LLC 179,225$4,718,0002.44%
Legacy CG, LLC 136,648$3,597,0002.16%
Matthew Goff Investment Advisor, LLC 268,222$7,061,0001.62%
Signature Wealth Management Group 98,281$2,587,0001.30%
Bradley & Co. Private Wealth Management, LLC 41,355$1,088,0000.87%
WRAPMANAGER INC 75,096$1,977,0000.49%
Peloton Wealth Strategists 44,500$1,171,0000.47%
Kesler, Norman & Wride, LLC 78,919$2,078,0000.44%
Capital Investment Advisors, LLC 505,178$13,299,0000.41%
View complete list of ISHARES TR shareholders