Baker Avenue Asset Management, LP - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$383,253
-3.3%
4,081
+0.3%
0.02%
-5.0%
Q2 2023$396,474
+9.6%
4,068
+1.7%
0.02%0.0%
Q1 2023$361,896
-1.5%
4,001
-7.7%
0.02%
-9.1%
Q4 2022$367,225
-87.8%
4,333
-88.6%
0.02%
-88.4%
Q3 2022$3,006,00037,8480.19%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
West Wealth Group, LLC 418,747$35,488,81117.64%
Buttonwood Financial Group, LLC 221,480$18,770,53117.06%
IMPACTfolio, LLC 171,865$14,56613.50%
CLIENT 1ST ADVISORY GROUP, LLC 261,291$22,144,37612.94%
Clifford Group, LLC 120,012$10,171,00412.70%
Spectrum Planning & Advisory Services Inc. 105,946$8,978,94712.26%
Keystone Financial Services 247,083$22,296,75011.99%
Hobart Private Capital, LLC 208,329$17,655,88311.96%
Sharkey, Howes & Javer 614,136$52,048,05711.95%
Erickson Financial Group, LLC 125,174$10,608,49711.48%
View complete list of ISHARES TR shareholders