Baker Avenue Asset Management, LP - ISHARES TR ownership

ISHARES TR's ticker is HYXF and the CUSIP is 46435G441. A total of 51 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$146,889
-50.7%
3,401
-49.7%
0.01%
-53.3%
Q2 2023$298,245
-0.7%
6,7660.0%0.02%
-6.2%
Q1 2023$300,207
+2.7%
6,7660.0%0.02%
-5.9%
Q4 2022$292,427
+3.0%
6,766
+0.3%
0.02%
-5.6%
Q3 2022$284,000
-3.4%
6,7480.0%0.02%
-5.3%
Q2 2022$294,000
-10.4%
6,7480.0%0.02%
+11.8%
Q1 2022$328,000
-4.7%
6,748
+1.4%
0.02%0.0%
Q4 2021$344,000
-37.7%
6,654
-37.0%
0.02%
-46.9%
Q3 2021$552,00010,5540.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 67,555$2,997,4151.48%
VERUS CAPITAL PARTNERS, LLC 49,658$2,203,3190.34%
Mandatum Life Insurance Co Ltd 24,580$1,090,6150.32%
HARVEST GROUP WEALTH MANAGEMENT, LLC 11,510$510,6990.32%
Walkner Condon Financial Advisors LLC 25,110$1,111,7430.31%
Topel & Distasi Wealth Management, LLC 9,574$424,7980.22%
SigFig Wealth Management, LLC 67,646$3,001,4290.16%
Curtis Advisory Group, LLC 8,689$385,5310.14%
Summit Wealth Group, LLC 153,742$30.07%
Milestone Investment Advisors LLC 4,820$213,8640.07%
View complete list of ISHARES TR shareholders