Baker Avenue Asset Management, LP - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$720,000
+12.9%
7,2400.0%0.05%
+2.0%
Q3 2019$638,000
-43.7%
7,240
-40.5%
0.05%
-44.0%
Q2 2019$1,134,000
-1.6%
12,177
-2.0%
0.09%
-4.2%
Q1 2019$1,152,000
-23.2%
12,427
-31.7%
0.10%
-35.8%
Q4 2018$1,500,000
-84.9%
18,191
-80.6%
0.15%
-81.9%
Q3 2018$9,945,000
+4.6%
93,555
+3.9%
0.82%
-0.5%
Q2 2018$9,506,000
+13.5%
90,006
+3.2%
0.82%
+8.3%
Q1 2018$8,376,000
+19.0%
87,201
+18.6%
0.76%
+11.9%
Q4 2017$7,036,000
+1870.9%
73,516
+1844.9%
0.68%
+1597.5%
Q3 2017$357,0003,7800.04%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders