Baker Avenue Asset Management, LP - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,891,058
+5.3%
89,327
+14.3%
0.10%
+5.6%
Q2 2023$1,795,111
+9.5%
78,150
+9.3%
0.09%
+2.3%
Q1 2023$1,639,885
+3386.7%
71,517
+3353.3%
0.09%
+2833.3%
Q4 2022$47,032
-83.3%
2,071
-84.4%
0.00%
-83.3%
Q3 2022$282,00013,2730.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders