Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 118 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$28,656
+7.2%
5080.0%0.00%0.0%
Q4 2022$26,741
-83.0%
508
-27.6%
0.00%
-84.6%
Q1 2021$157,000
+3.3%
7020.0%0.01%
-7.1%
Q4 2020$152,0007020.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Crestwood Advisors Group, LLC 197,179$21,807,0003.56%
Mathes Company, Inc. 8,180$905,0000.48%
ASPIRIANT, LLC 17,831$1,972,0000.29%
Brinker Capital Investments, LLC 65,000$7,189,0000.28%
Investors Capital Advisory Services 10,812$1,195,0000.26%
Exchange Capital Management, Inc. 4,872$539,0000.25%
B. Riley Wealth Advisors, Inc. 2,833$314,0000.10%
Gemmer Asset Management LLC 1,097$121,0000.09%
Raymond James Financial Services Advisors, Inc. 11,572$1,280,0000.08%
Opus Capital Group, LLC 8,505$941,0000.07%
View complete list of ISHARES TR shareholders