Baker Avenue Asset Management, LP - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 91 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Baker Avenue Asset Management, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,396
-3.0%
7400.0%0.00%0.0%
Q2 2023$34,437
-1.2%
7400.0%0.00%0.0%
Q1 2023$34,847
+2.4%
7400.0%0.00%0.0%
Q4 2022$34,0187400.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NICOLA WEALTH MANAGEMENT LTD. 215,000$11,769,0001.21%
Stewardship Advisors, LLC 50,658$2,773,0001.04%
Blue Barn Wealth, LLC 14,460$792,0000.81%
Berger Financial Group, Inc 56,941$3,117,0000.56%
LFA - Lugano Financial Advisors SA 10,000$547,0000.34%
Mascoma Wealth Management LLC 10,675$584,0000.25%
KESTRA PRIVATE WEALTH SERVICES, LLC 71,089$3,891,0000.24%
Walkner Condon Financial Advisors LLC 9,054$491,0000.18%
Financial Architects, Inc 17,149$939,0000.14%
McClarren Financial Advisors, Inc. 2,541$139,0000.11%
View complete list of ISHARES TR shareholders