Baker Avenue Asset Management, LP - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$227,482
+109.1%
3,792
+118.3%
0.01%
+120.0%
Q2 2023$108,771
-9.1%
1,737
-10.0%
0.01%
-16.7%
Q1 2023$119,625
+19.0%
1,931
+11.2%
0.01%0.0%
Q4 2022$100,538
-65.5%
1,737
-57.7%
0.01%
-64.7%
Q3 2021$291,000
-3.0%
4,1060.0%0.02%0.0%
Q2 2021$300,000
+4.2%
4,1060.0%0.02%
-5.6%
Q1 2021$288,000
+4.7%
4,1060.0%0.02%
-5.3%
Q4 2020$275,000
+15.1%
4,1060.0%0.02%
+5.6%
Q3 2020$239,000
+6.7%
4,1060.0%0.02%0.0%
Q2 2020$224,000
-38.3%
4,106
-46.9%
0.02%
-58.1%
Q1 2020$363,000
-66.2%
7,737
-55.5%
0.04%
-44.9%
Q4 2019$1,075,000
-3.3%
17,379
-9.8%
0.08%
-12.4%
Q3 2019$1,112,000
-1.5%
19,2640.0%0.09%
-2.2%
Q2 2019$1,129,000
-8.4%
19,264
-9.2%
0.09%
-9.9%
Q1 2019$1,232,000
+47.7%
21,218
+33.7%
0.10%
+23.2%
Q4 2018$834,000
-11.3%
15,872
+1.9%
0.08%
+6.5%
Q3 2018$940,000
-14.1%
15,579
-14.4%
0.08%
-18.9%
Q2 2018$1,094,000
-2.6%
18,190
+2.1%
0.10%
-6.9%
Q1 2018$1,123,000
+14.9%
17,813
+15.0%
0.10%
+8.5%
Q4 2017$977,000
+50.8%
15,492
+45.8%
0.09%
+28.8%
Q3 2017$648,000
+100.6%
10,627
+61.0%
0.07%
+49.0%
Q2 2016$323,000
-43.4%
6,602
-42.9%
0.05%
-43.7%
Q1 2016$571,000
-26.9%
11,553
-26.8%
0.09%
-22.3%
Q4 2015$781,000
+4.6%
15,793
+3.2%
0.11%
-14.5%
Q3 2015$747,000
+10.7%
15,300
+24.9%
0.13%
+45.6%
Q2 2015$675,00012,2500.09%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders