Baker Avenue Asset Management, LP - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 256 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$81,132
-33.2%
435
-28.2%
0.00%
-33.3%
Q2 2023$121,376
+40.1%
606
+39.3%
0.01%
+20.0%
Q1 2023$86,665
-1.8%
4350.0%0.01%0.0%
Q4 2022$88,2094350.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders