Baker Avenue Asset Management, LP - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 685 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q2 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 180,925$16,364,70113.70%
CLIENT 1ST ADVISORY GROUP, LLC 257,602$23,300,13812.64%
Erickson Financial Group, LLC 126,268$11,420,94111.33%
TAIYO LIFE INSURANCE CO 1,307,000$118,2189.67%
Spectrum Planning & Advisory Services Inc. 65,546$5,928,4749.63%
FFG RETIREMENT ADVISORS LLC 103,557$9,366,7318.02%
Sharkey, Howes & Javer 366,637$33,162,3457.11%
Detalus Advisors, LLC 158,133$14,303,1306.84%
West Wealth Group, LLC 154,258$13,952,6526.46%
Northwest Capital Management Inc 143,631$12,991,4626.31%
View complete list of ISHARES TR shareholders