Baker Avenue Asset Management, LP - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 708 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$214,691
-3.7%
2,9720.0%0.01%0.0%
Q2 2023$222,894
-25.0%
2,972
-28.5%
0.01%
-31.2%
Q1 2023$297,339
+42.8%
4,158
+36.4%
0.02%
+33.3%
Q4 2022$208,178
-9.9%
3,048
-16.7%
0.01%
-20.0%
Q3 2022$231,000
+6.0%
3,660
+163.3%
0.02%
-51.6%
Q2 2014$218,000
-21.6%
1,390
-24.9%
0.03%
-41.5%
Q4 2013$278,000
-8.9%
1,850
-15.5%
0.05%
-17.2%
Q3 2013$305,0002,1890.06%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders