Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 229 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$169,875
-12.3%
2,038
-10.7%
0.01%
-25.0%
Q4 2022$193,784
+16.7%
2,283
+3.6%
0.01%
+9.1%
Q3 2022$166,000
+0.6%
2,203
+7.8%
0.01%0.0%
Q2 2022$165,000
-12.7%
2,043
-5.4%
0.01%0.0%
Q1 2022$189,000
-12.5%
2,159
-9.8%
0.01%
-15.4%
Q4 2021$216,000
-1.4%
2,394
-8.6%
0.01%
-13.3%
Q3 2021$219,000
+12.9%
2,618
+12.5%
0.02%
+7.1%
Q2 2021$194,000
-0.5%
2,328
-8.1%
0.01%
-17.6%
Q1 2021$195,000
+6.6%
2,532
+5.9%
0.02%
+6.2%
Q4 2020$183,000
+7.0%
2,392
+0.4%
0.02%
+33.3%
Q3 2020$171,000
+20.4%
2,383
+15.7%
0.01%
-33.3%
Q2 2020$142,000
+34.0%
2,060
+33.2%
0.02%
+38.5%
Q4 2019$106,000
+5.0%
1,547
-4.0%
0.01%
-18.8%
Q3 2018$101,0001,6110.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CPR Investments Inc. 39,744$3,275,7003.52%
Richard Bernstein Advisors LLC 1,789,400$147,482,4003.29%
Clarity Wealth Advisors, LLC 62,952$5,188,5012.35%
Phoenix Holdings Ltd. 1,256,000$103,519,5201.90%
FCA CORP /TX 51,311$4,229,0181.58%
Ayalon Insurance Comp Ltd. 36,790$3,0321.28%
TRANSATLANTIQUE PRIVATE WEALTH LLC 29,439$2,4261.27%
NOTTINGHAM ADVISORS, INC. 102,746$7,473,9531.16%
KM Capital Management Ltd. 16,295$1,343,0330.92%
Eldridge Investment Advisors, Inc. 28,972$2,3880.79%
View complete list of ISHARES TR shareholders